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The IRS Annuity Exclusion Ratio vs. the Money’s Worth Calculation
The National Law Review· 15 hours agoOr how generic life tables used by annuity providers can lead to more favorable outcomes for certain...
Expert Ways To Budget Better Without Cutting the Fun Out of Retirement
GoBankingRates via AOL· 16 hours agoI Wish I Had Cut Sooner Less Financial Security in Retirement Mike Morrone, vice president of...
‘I’ve always stayed out of debt’: I’m a widow in my 70s. My financial adviser wants me to invest 20%...
MarketWatch via Yahoo Finance· 5 days agoThey can include commissions, administrative fees, mortality expenses, and surrender charges. Many...
My Retirement: How I Plan for a Low Social Security COLA Increase
GOBankingRates via Yahoo Finance· 4 days agoIf you are a retiree or set to become one in the next year, you probably have a map planned out for...
Here’s When You Need To Adjust Your Portfolio’s Risk Level Before Retirement
GOBankingRates via Yahoo Finance· 6 days agoSaving for retirement is not something you can do passively and forget about. Your retirement...
Acadian Asset Management LLC Has $1.36 Million Position in LPL Financial Holdings Inc. (NASDAQ:LPLA)
ETF DAILY NEWS· 13 hours agoAcadian Asset Management LLC lifted its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 533.8% in the 1st quarter, according to the company in its most recent Form 13F filing ...
Mitsubishi UFJ Trust & Banking Corp Acquires 10,487 Shares of Jackson Financial Inc. (NYSE:JXN)
ETF DAILY NEWS· 3 days agoMitsubishi UFJ Trust & Banking Corp lifted its holdings in Jackson Financial Inc. (NYSE:JXN – Free Report) by 11.9% during the first quarter, according to the company in its most recent Form ...
I Didn’t Plan To Use Social Security: Here’s Why I Was Wrong
GOBankingRates via Yahoo Finance· 6 days agoThink Social Security won't exist by the time you retire? Or, at the opposite extreme, that it will...
Here's how to fight inflation while maximizing retirement savings
TheStreet.com· 1 day agoWhen planning for retirement, here are some important tips. There are a few ways to counter the effects of inflation on savings, such as utilizing low-risk options like Treasury Inflation-Protected Securities (TIPS).