Perhaps the biggest financial challenge facing us today is how to turn our retirement savings into income. In “Advisors Challenged To Convert Savings To Retirement Income,” Financial Advisor’s Juliette Fairley discussed some of the findings from a recent IRI survey. The Insured Retirement Institute found …
There has been quite a shift in thinking by defined contribution plan sponsors in regards to what the main goal of their plans really is. Defined contribution plans were originally designed for employees to save for retirement and the goal really was who could save …
Second quarter annuity sales results were recently released by LIMRA Secure Retirement Institute in their Second Quarter U.S. Annuity Sales survey. Fixed Index annuity products broke sales records during the second quarter. Ironically, last week I blogged about the anticipated 30% decline in fixed indexed …
Now might be a good time to consider purchasing a charitable gift annuity. These annuities work in a similar manner to immediate annuities, but you leave money to a charity instead of an insurance company. Dan Caplinger recently took a deeper look at charitable gift …
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