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DOL's new fiduciary rule is out
InvestmentNews· 2 hours agoThe Department of Labor’s new fiduciary rule today is out, an overhaul of a 1975 regulation that the insurance industry has fought tooth and nail, as it...
Biden Administration Unveils New Rule to Protect Retirement Savers From Bad Advice
Barrons.com· 2 hours agoIt is likely to face legal challenges. The rule aims to protect retirement savers from conflicts of...
Should I Take a $200,000 Lump Sum or $915 Monthly Payments for a Pension Annuity?
SmartAsset via Yahoo Finance· 1 day agoThe two most important considerations may be when you will receive the lump sum and how long you...
What Happens to an Annuity When You Die?
GoBankingRates via AOL· 23 hours agoAn annuity is an investment product typically purchased from an insurance company to provide additional financial security in retirement. Annuities...
Are Annuities Safe?
GoBankingRates via AOL· 4 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...
How Do You Buy an Annuity?
GoBankingRates via AOL· 24 hours 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...
1035 Exchange: How To Exchange an Annuity or Life Insurance Policy Tax-Free
GoBankingRates via AOL· 2 days agoIf you're looking to update a cash-value life insurance policy or annuity, you may have heard of the...
Who Can You Trust for Retirement Advice? New Rules Strengthen Protections.
The New York Times via Yahoo News· 1 hour agoWhen you walk into a financial adviser’s office, you expect them to put your best interests above...
Here's the Maximum Social Security Benefit at Ages 62, 67, and 70, and How to Get It
Motley Fool via Yahoo Finance· 1 day agoBut the math doesn't favor that strategy. If you delay your benefits from 62 until 70, you'll...
When combining annuities and mutual funds makes sense, or not
USA TODAY via Yahoo Finance· 2 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 ...
