It takes planning to make your savings last. Retirement means living on your savings, assets and structured benefits. Many households find this notion stressful, but it doesn't have to be. The right ...
AI, annuity options, stickier enrollment and more comprehensive advice are setting the new standards for workplace retirement savings plans ...
Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...
“Think of an immediate annuity as a do-it-yourself pension plan,” said Jonathan Howard, a certified financial planner (CFP) with SeaCure Advisors in Kentucky. “Instead of getting it from an ...
New enrollees in a TIAA IRA can now select among TIAA's annuities, including the TIAA Traditional and CREF variable annuities ...
Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...
Higher Monthly Income: Investing in index or flexi-cap funds can provide significantly higher monthly withdrawals than a ...
Clergy and church employees of the African Methodist Episcopal Church, Nashville, Tenn., have secured a $40 million ...
Creating a new asset class could help more Americans access the guaranteed lifetime income options to help avert a mass retirement crisis.
Latest figures confirm record sales in 2024, including four straight quarters exceeding $100 billion, with most of the wins ...
Hughs described the IRA market as “the natural next step” in the company’s evolution. The company spent the first 100 years ...
Retirement plan investment firm Empower Annuity Insurance Co. agreed to dismiss its trademark lawsuit against a personal finance company of the same name.