Private equity, real estate and expanded annuities are now options, but they are more complex, less flexible and more expensive to own.| Latest from Kiplinger
A tontine is a pooled investment structure where a group of participants contributes money into a common fund. The fund then pays out income to its members, typically for life. As participants pass away, their share is redistributed among the surviving members, so the income for those who remain gradually rises. At its core, a […] The post Tontines: An Old Idea Revisited for Modern Retirement Challenges appeared first on Retirement Researcher.| Retirement Researcher
How RIAs can use no-commission annuities to invest in long-term bonds in a tax-deferred vehicle without interest rate risk| Colva Insurance Services
With interest rates at near 20 year highs, guaranteed lifetime income allows you the ability to lock-in these rates for the rest of your life while creating| Colva Insurance Services
Find out if longevity annuities can alleviate your biggest retirement anxieties. Will they offer you the peace of mind you need?| Boldin
When it comes to retirement income planning, annuities can serve as a powerful tool to convert savings into a predictable income stream, either for a lifetime or a specific period of time. With that said, the decision about what assets to use when funding an annuity (i.e., in a taxable brokerage account, a traditional pre-tax […] The post Understanding the Tax Impact of Funding a Fixed Annuity appeared first on Retirement Researcher.| Retirement Researcher
A MoneySense reader wants input on the tax implications of her investment withdrawals, but she can’t get a straight answer from her advisor.| MoneySense
Is the stock market concerns keeping you up at night? Sleep better knowing you have an annuity.| Custom Benefit Plans, Inc.
Write more valuable Health Insurance, Life Insurance, and Annuities Business| Custom Benefit Plans, Inc.
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Take a deep dive into how one retiree is achieving a secure future with guaranteed retirement income. Learn about an income floor and 3 investment buckets.| Boldin
By Michael J. Wiener Special to Financial Independence Hub Actuary Frederick Vettese has a third edition of his excellent book, Retirement Income for Life: Getting More Without Saving More. He explains methods of making your retirement savings produce more income over your entire retirement. These methods include controlling investment fees, optimizing the timing of starting […]| Financial Independence Hub
Annuities provide an effective tool to guarantee a consistent income stream and protect against market volatility in the quest for financial security.| Mom With Five