Fidelity Investments has recently announced the launch of IncomeSource®, a Single Premium Immediate Annuity underwritten by two Western & Southern Financial Group member companies. The first of it’s kind for Fidelity, the immediate annuity allows individuals to convert a lump sum of money into guaranteed …
When you consider factors like health care costs, taxes, inflation and market volatility, you realize just how challenging retirement planning really is. And while many spend years learning what to do to save for retirement, it can sometimes be just as helpful to learn what …
Concern over outliving retirement savings is very legitimate as life expectancies continue to lengthen. One method of providing peace of mind over this worry is through annuity-laddering. Annuity products can help provide a lifelong cash flow, but because they often can be illiquid and relatively …
Once in retirement, obviously your financial needs will change drastically. Instead of saving a portion of each paycheck, you’ll be trying to figure out how to portion out what savings you did accumulate. And your insurance needs will change too. Here’s a look at four …
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