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A lottery winner's lucky dilemma: lump sum or annual payments? Here's what to know.
The Standard-Times via Yahoo Finance· 14 hours agoIt's the difficult decision we'd all like to face. Do I take my lottery winnings in a lump sum or...
Are Annuities Safe?
GoBankingRates via AOL· 6 days agoRetirees often consider annuities as a good way to generate income in retirement. In fact, an annuity can provide income that you cannot outlive. But...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 1 day agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
How Does an Indexed Annuity Differ From a Fixed Annuity?
GoBankingRates via AOL· 3 days agoAre you concerned about running out of money in retirement? While it's great news that people are...
1035 Exchange: How To Exchange an Annuity or Life Insurance Policy Tax-Free
GoBankingRates via AOL· 4 days agoIf you're looking to update a cash-value life insurance policy or annuity, you may have heard of the...
How To Utilize Life Insurance For Retirement Income
Forbes· 4 days agoLife insurance should be a part of many people's retirement plans. Keep reading as we share some insight on utilizing life insurance for your retirement...
Final 417(e) Regulations Add New Requirements and Offer Design Flexibility | JD Supra
JD Supra· 15 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 ...
Should You Consider Alternative Investments If You’re a Senior?
GOBankingRates via Yahoo Finance· 10 hours agoAs a lifelong real estate investor, I obviously love alternative investments outside the traditional...
‘Can I afford to semi-retire at 57 – and spend winters abroad?’
The Telegraph via Yahoo Finance· 4 days agoCharlie Burrows, 47, and wife Anna have lived in Cambridge happily for the past 16 years, but...
What Is a 401(k) Plan? Everything You Need To Know
GoBankingRates via AOL· 3 days agoA 401(k) is a retirement savings account that offers several tax advantages that you can receive as part of your employee benefits program. Read to learn...
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