Por: The New York Times Business February 08, 2023
In a kinder universe, retirees wouldn’t need to worry about market volatility or outliving their money. But 2022 was a nail-biter: alongside stocks, and many people in or nearing retirement wanted investments that would guarantee a smoother ride. Many of them turned to annuities, whose sales surged 22 percent to an estimated $310 billion in 2022 — topping the previous record set in 2008, according to LIMRA, an insurance industry trade group.... + full article
Orlando Sentinel USA Business February 07, 2023
Although I have previously warned against many annuities, with good reason, this column will focus on one type of annuity that might serve a very good short-term purpose in your financial plan. That product is a fixed-rate multiyear guaranteed annuity or MYGA. With a term... + más
For More Certainty in Your Retirement Portfolio, Consider Annuities | The New York Times
Here's how much retirement income you can buy today for $100,000 | MarketWatch
Forbes USA Business February 03, 2023
David Abreu is a Financial Advisor and the Founder of getty The sequence of returns is an important concept to understand when it comes to retirement planning. In fact, in certain scenarios, it can mean the difference between a successful retirement and one that’s not so... + más
Annuity or lump sum? Calculating how much a $1.9 billion Powerball win is worth | WGN-TV
Why is the Powerball prize at a record? Thank Fed Chairman Jerome Powell | CNN
Forbes USA Business February 01, 2023
Recent rising interest rates and longer table life expectancies will shift values as between income and remainder interests in split interest trusts and charitable gift annuities, altering the tax incentives for these planned charitable gift vehicles. This article focuses... + más
5 Tips For Buying An Annuity For Retirement Income | Forbes
MarketWatch USA Business December 19, 2022
Rather than saving money for “retirement,” aim to generate a specific future monthly income that can be a springboard for how you really want to spend your time. Here’s how to realistically plan for and generate a lifetime income.Remember the two main ways of generating... + más
How to use life insurance while alive | CBS News
Five things God of War Ragnarok doesn't tell you | Newsweek
Forbes USA Business November 29, 2022
Brainstorming and different paths to achieve a creative idea concept.getty The past few years have stressed the way we look at and even define retirement. With the rise of the gig economy, COVID-19 shutdowns and higher-than-average inflation and market volatility in 2022, many... + más
Your Retirement Planning Guide For Right Now | Forbes
Facing Down The Retirement Passage | Forbes
Forbes USA Business October 19, 2022
DEDHAM, MA - APRIL 10: Helene and Martin Oppenheimer at NewBridge on the Charles. (Photo by Suzanne ... [+] Kreiter/The Boston Globe via Getty Images)Boston Globe via Getty Images When Congress returns for a short post-election session, one item on its to-do list is major... + más
Inflation big setback for retirement savings | Fox Business
MarketWatch USA Politics October 07, 2022
Lifetime annuities, a kind of do-it-yourself pension that can provide you a guaranteed income until the day you die, have suddenly become a much, much better deal. They are now paying out monthly income as much as a third higher than similar annuities bought just a year ago.... + más
Hurricane Ian Reminds Us Of 3 Retirement Risks Few Consider | Forbes
Social Security COLA, Gen X and boomer money woes, and more retirement news and research | MarketWatch
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