A 26.74% decline in client acceptance odds for annuities suggests retirement-focused advisors should "flip the script" on ...
It’s common for people to think of retirement planning in terms of spreadsheets, savings goals, and stock market charts. What you probably do not imagine is a superhero swooping in to protect your ...
Inflation, turbulent markets and uncertainty around Social Security have many Americans losing sleep over retirement. But new research shows one group is more confidence than most. Nationwide’s latest ...
Converting discretionary investments into a retirement annuity requires you to sell the underlying assets in full, and this ...
As tax season nears end, now is the ideal time to strengthen your long-term savings and take full advantage of available tax ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed ...
Over the past several decades, society has undergone a notable cultural shift — one marked by the transition from full-service gas stations to self-service pumps. This evolution reflects a broader ...
What’s the key to a successful retirement plan? In my opinion, it’s having a balanced and diversified portfolio. “It’s all about striking the right balance between preservation and growth,” says ...
When securing your financial future, especially during retirement, “annuity” often comes up. Yet, this financial product remains uncertain for many, shrouded in more questions than answers. Despite ...
The Retirement Simplification and Clarity Act aims to give workers access to annuities outside of their 401(k) plan while they are still working.
In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients. This is not just from research, but from my lived experience. In ...
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