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We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via Yahoo Finance· 13 hours agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
What Is a Fixed Index Annuity?
GoBankingRates via AOL· 2 weeks agoExperts say that retirees need 75% to 80% of their pre-retirement income after they retire. Social Security covers part of that, and pensions, interest,...
JD Supra: What Manufacturers Sponsoring Pension Plans Should Know About Class Actions Challenging ...
JD Supra· 1 week agoThe Employee Retirement Income Security Act (ERISA) requires that pension benefits be expressed as a single life annuity; however, alternative forms of ...
Nuts & Bolts: Creating a Tax-Efficient Retirement Income Strategy | PLANADVISER
PLANADVISER· 1 day agoAside from Social Security and a defined contribution retirement plan, everyday savers should be investing in health savings accounts, income replacement ...
What Are Annuities and How Do They Work?
GoBankingRates via AOL· 1 week agoAn annuity is a financial product that pays out a fixed amount of money, usually in a series of payments. Annuities are popular -- sales of annuities...
Ask an Advisor: My Advisor Wants Me to Put 50% of My Money in Annuities. Is That Too Much?
SmartAsset via Yahoo Finance· 1 week agoMy advisor is recommending putting over 50% of my portfolio in annuities. What say you? – Georgia As...
Resigning instead of retiring
Government Executive· 2 weeks agoHave you ever wondered how many federal employees leave federal service before becoming eligible for an immediate retirement benefit? Keep in mind that...
Seven in 10 Pre-Retiree Investors Say Retirement at 65 Is Not Achievable
WKRN Nashville· 1 week agoThe survey also found that two-thirds (67%) of pre-retirees expect to face more challenges in retirement than their parents and grandparents. This stress is shifting the perception ...
Stacy Bush: The Triple Dangers of Inflation for Pre-Retirees
The Valdosta Daily Times· 3 days agoWith each uptick in the Consumer Price Index (CPI), the financial security and stability of those planning for retirement are put at risk. In March, the Consumer Price Index ...