Latest
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Annuities Rising in Popularity
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
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Rising Interest Rates, Falling Bonds and a Possible Way Forward
annuities Bonds aren’t offering the stability they used to, so if you’re looking for an alternative, here’s one possibility to consider.
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3 Ways to Get Future Lifetime Income with Annuities
annuities Looking to maximize retirement income? Fixed-rate, income and indexed annuities offer different ways to get there, either as stand-alone strategies or in sequence.
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How 13 Types of Retirement Income Get Taxed
retirement When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.
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Buying Annuities in Your 401(k)
Financial Planning More plans are offering annuities that could provide income in retirement. Here’s what you need to know.
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Income Annuities Take Risk Out of Retirement
annuities When used properly, annuities provide invaluable security, so why aren't more people going for them? A study has some insights and recommendations, while Congress tackles legislation to encourage their use.
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New IRS Rule Lets Early Retirees Take More Money from Plans
annuities Substantially equal periodic payments are one way to avoid the 10% early withdrawal penalties from your IRA or 401(k), and fixed annuities can play a valuable role in this early retirement income strategy.
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Fed Is Raising Interest Rates. How Do Retirees Benefit?
annuities Some sectors of the population may feel the pain of interest rate hikes, while current retirees, and those near retirement, could actually benefit.
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It’s IRA Season – Ensure Your Assets Are Optimally Invested
annuities When you’re making your final contributions for 2021, think hard about how to invest them. IRA annuities help reduce risk. Different types have distinct pros and cons and can play a valuable role in your asset allocation.
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