Latest
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A Challenging Retirement Plan Mission: Not Impossible
A reader makes a request that at first appears not achievable, but with some maneuvering of the retirement income plan building blocks, we find it can work.
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How a Fixed Index Annuity Can Manage Retirement Income Risks
Good retirement income planning involves adjusting to circumstances and evaluating innovative products. Consider an FIA to manage downside risk.
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Non-Qualified Annuities: Should Retirees Think Twice?
A twist many don’t see coming is that earnings from non-qualified annuities are taxed as ordinary income rather than at more favorable capital gains tax rates.
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Retirees: Worry Less About Markets, Long-Term Care and Taxes
Unexpected events can upset the best-laid retirement income plans. These 2024 retirement planning updates are designed to roll with the changes more easily.
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Is an Annuity Right for You? Here’s What You Should Know
Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.
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Can You Retire Without a Pension Plan?
Here’s how to sort through your options and plan for a successful retirement, whether you have a pension or not.
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Five Things Your Annuity Seller Won’t Tell You
Some annuity sellers don’t fully explain the costs and tradeoffs, so here’s what to keep in mind if you’re considering buying an annuity.
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Single-Premium Insurance: A Different Way to Pay for Coverage
Single-premium programs enable you to pay future annual premiums on an existing or new policy by purchasing a single-premium immediate annuity (SPIA).
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A Plateful of Financial Topics That Might Come up Over Turkey Dinner
From higher prices and mortgage rates to AI planning our retirements: These are some of the conversations you might have as multiple generations gather for the holiday.
