Por: Los Angeles Times Business June 11, 2023
Dear Liz: I made a one-time purchase of a variable deferred annuity with a $10,000 inheritance I received about 25 years ago, based on a co-worker’s advice. Over the years I have not made any additional payments or withdrawn any funds. It matures in about a year with an option of withdrawing the lump sum, which was nearly $60,000 this year, or receiving monthly payments. Would I be subject to capital gains taxes for the entire $50,000 increase... + full article
MarketWatch USA Politics July 07, 2023
–Ken Dear Ken, There’s lots to unpack here. Your situation is the type wherein an annuity can make sense but there are several reasons most people will not buy these contracts. The type of annuity you are describing is an immediate annuity. Most annuities sold are deferred... + más
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Orlando Sentinel USA Entertainment April 17, 2023
In the first week of a new TV season, football was the top draw in prime time and a huge driver of viewers. The NFL provided the most-watched telecast on Sunday and Thursday. CBS’ NFL coverage on Sunday – which started outside prime time -- averaged 20.7 million viewers in... + más
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Forbes USA Business March 24, 2023
By Richard Eisenberg, getty Personal finance journalists and advisers have often discouraged people from buying annuities for retirement income because the financial products can be complicated and laden with high, hidden fees. But rising interest rates are now making a... + más
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The New York Times USA 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... + más
Here's how much retirement income you can buy today for $100,000 | MarketWatch
Retirement Savings Bills Would Boost Deferred Annuities | Forbes
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
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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