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How To Get Out of an Annuity You No Longer Want and Avoid Penalties
GoBankingRates via AOL· 14 hours agoAn annuity -- a contract between you and an insurance company that requires the insurer to make...
We Have $1.2M in an IRA, Plus Another $750k and Social Security. Should We Shift Assets to a Target...
SmartAsset via AOL· 21 hours agoFor example, John and Susan are both 67 and recently retired. They […] The post We Have $1.2M in an...
When combining annuities and mutual funds makes sense, or not
USA TODAY via Yahoo Finance· 4 days agoHere's who: 14 Arizona billionaires are on Forbes' global rich-list What fund-annuity combinations look like Over the past few years, roughly a dozen fund groups have incorporated ...
Eric Henderson Retiring as Head of Nationwide’s Annuity Business | PLANADVISER
PLANADVISER· 1 day agoUnder his leadership, Nationwide’s annuity business grew to produce $150 billion in sales for the company between 2007 and 2023. Henderson also oversaw all aspects of the ...
AM Best Affirms Credit Ratings of Symetra Financial Corporation and Its Subsidiaries
Benzinga· 16 hours agoAM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of "a+" (Excellent) of Symetra Life Insurance Company and its subsidiary, First Symetra
Here's the Maximum Social Security Benefit at Ages 62, 67, and 70, and How to Get It
Motley Fool via Yahoo Finance· 3 days agoIf you earned enough throughout your career to maximize Social Security benefits, you're likely well...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via Yahoo Finance· 13 hours agoMany CFPs, who adhere to the fiduciary standard, charge a percentage of the assets they are...
How Do You Buy an Annuity?
GoBankingRates via AOL· 3 days agoAnnuities are a type of insurance contract that offer guaranteed income in exchange for a single lump-sum payment or monthly premiums. Annuities help you...
Stifel Financial Corp (SF) (Q1 2024) Earnings Call Transcript Highlights: Robust Revenue and ...
GuruFocus.com via Yahoo Finance· 48 minutes agoA: James M. Marischen discussed the challenges in predicting client behavior in a higher interest rate environment, which could impact the Net Interest Margin (NIM). He mentioned ...
How Does an Indexed Annuity Differ From a Fixed Annuity?
GoBankingRates via AOL· 2 days agoAre you concerned about running out of money in retirement? While it's great news that people are...