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Annuity Sales Are Soaring. The First-Quarter Was a New Record.
Barrons.com· 18 hours ago“Favorable economic conditions and rising investor interest in securing guaranteed retirement income...
How To Get Out of an Annuity You No Longer Want and Avoid Penalties
GoBankingRates via AOL· 2 days agoAn annuity -- a contract between you and an insurance company that requires the insurer to make...
How Do You Buy an Annuity?
GoBankingRates via AOL· 4 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...
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...
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...
Here's the Maximum Social Security Benefit at Ages 62, 67, and 70, and How to Get It
Motley Fool via Yahoo Finance· 4 days agoYou might have even saved enough to do without Social Security...But the math doesn't favor that...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 15 hours agoSeth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation will actually affect the flow of ...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via Yahoo Finance· 2 days agoMany CFPs, who adhere to the fiduciary standard, charge a percentage of the assets they are...
What happens to my pension when I change jobs?
The Telegraph via Yahoo Finance· 6 days agoThe days of having a job for life appear to be over. A recent American study found that the average baby boomer had worked for 12 different employers by...
Private equity’s latest trade: The financial futures of millions of retirees
Semafor via Yahoo Finance· 18 hours agoRegulators and workers are worried, and recent lawsuits challenge the plans of AT&T, Lockheed and...
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