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Can an Assisted Living Take Our Assets? We Have a $1 Million IRA to Protect Us
SmartAsset via Yahoo Finance· 5 days agoAs we age, many of us will need some form of long-term care, whether at home or in a facility. With...
Final 417(e) Regulations Add New Requirements and Offer Design Flexibility | JD Supra
JD Supra· 2 days 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 ...
Are you planning for retirement? Take this quiz to see if you're ready or not
The Arizona Republic· 5 days agoMost Americans heading toward retirement don't have a good grasp of the issues that could shape...
Lindbrook Capital LLC Has $54,000 Position in Manulife Financial Co. (NYSE:MFC)
ETF DAILY NEWS· 16 hours agoLindbrook Capital LLC reduced its stake in shares of Manulife Financial Co. (NYSE:MFC – Free Report) (TSE:MFC) by 21.6% in the 4th quarter, according to its most recent 13F filing with the Securities ...
Private equity’s latest trade: The financial futures of millions of retirees
Semafor via Yahoo Finance· 1 day agoRegulators and workers are worried, and recent lawsuits challenge the plans of AT&T, Lockheed and...
Nationwide accelerates adoption of in-plan protected retirement solutions with launch of Dynamic...
FOX 4 Kansas City· 2 days agoIn 2020, Nationwide led the industry with the launch of an entire suite of in-plan protected retirement solutions to help employer-sponsored retirement ...
Microsoft and Apple are safer bets than the U.S. government? Bond investors seem to think so.
Market Watch· 1 day agohave been dipping below U.S. Treasurys on a spread basis. The Apple bonds coming due in May 2025...
10 Essential Sources of Retirement Income
US News & World Report· 5 days agoMany soon-to-be retirees don't have enough saved. Short-term investments like CDs and money markets offer low risk and protect your money from market swings. Stocks and bonds can give you income ...
Globe Life (NYSE:GL) Upgraded by Keefe, Bruyette & Woods to “Outperform”
ETF DAILY NEWS· 17 hours agoGlobe Life (NYSE:GL – Get Free Report) was upgraded by analysts at Keefe, Bruyette & Woods from a...
‘Retirement Fluency’ Not Evolving | PLANADVISER
PLANADVISER· 4 days agoAdult Americans’ understanding of retirement-related topics has not evolved despite advancements in technology and access to information, according to the 2024 TIAA Institute ...
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- 65 EAST STATE STREET, COLUMBUS, OH · Directions · (614) 225-3006