During the month of September, the Insured Retirement Institute is hosting 4 virtual sessions, the Supply Chain Summit, to examine the current industry climate with a focus on how to develop and market products during these unique times. Market fluctuations, economic turmoil and the COVID-19 …
The CARES Act, or The Coronavirus Aid, Relief, and Economic Security Act, has waived RMDs for 2020, but beginning in 2021, they will return. A recently published Fidelty article offered up 2 key questions to think about if you have assets that are subject to …
The so-called 4% rule has been the standard advice given from financial professionals for several decades now. This method recommends clients withdraw 4% of their assets each year in order to provide income while maintaining enough principal to last throughout retirement. While the concept of …
Despite Vanguard’s exit from the variable annuity sales sector this summer, there are still a plethora of choices for consumers who are shopping for a variable annuity. But just because there are options doesn’t mean you can blindly select any of them. As always, it’s …
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