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Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via Yahoo Finance· 1 day agoMany CFPs, who adhere to the fiduciary standard, charge a percentage of the assets they are...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 2 days agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
Stifel Financial Corp (SF) (Q1 2024) Earnings Call Transcript Highlights: Robust Revenue and ...
GuruFocus.com via Yahoo Finance· 17 hours agoA: James M. Marischen discussed the challenges in predicting client behavior in a higher interest rate environment, which could impact the Net ...
The Top Mistakes to Avoid When Setting Up an Individual Retirement Annuity
TechBullion· 14 hours agoPlanning for an individual retirement annuity might seem scary, and figuring out retirement...
Final 417(e) Regulations Add New Requirements and Offer Design Flexibility | JD Supra
JD Supra· 17 hours agoThe US Internal Revenue Service (IRS) recently issued final regulations concerning “minimum present value requirements” for tax-qualified defined benefit plans (DB plans). There are three primary ...
Structured Protection ETFs™: Gain Greater Risk Control Over Equity Markets
WealthManagement.com· 2 days agoThe sharp rise in interest rates is driving a record amount of investor dollars into cash products...
Private equity’s latest trade: The financial futures of millions of retirees
Semafor via Yahoo Finance· 9 hours agoRegulators and workers are worried, and recent lawsuits challenge the plans of AT&T, Lockheed and...
Stifel Financial Corp (SF) (Q1 2024) Earnings Call Transcript Hi
Guru Focus· 2 days agoFor the complete transcript of the earnings call, please refer to the full earnings call transcript. Q: Can you provide some perspective on how Stifel has increased the size and capabilities ...
GLOBE LIFE INC. REPORTS FIRST QUARTER 2024 RESULTS
The Longview News-Journal· 3 days agoGlobe Life Inc. (NYSE: GL) reported today that for the quarter ended March 31, 2024, net income was $2.67 per diluted common share, compared with $2.28 per diluted common share for the year-ago ...
Are you planning for retirement? Take this quiz to see if you're ready or not
AZCentral | The Arizona Republic via Yahoo Finance· 4 days agoIf both Anna and Charlie earn a 5% return each year, who will have more money in 20 years? Anna? Charlie? Or will both have the same amount? Jose owes $1,000 on a loan that has an interest ...