The ‘4% rule’ has often been used to help with this. Originally devised by American financial planner William Bengen in 1994, ...
Splitero reports that a financial checklist can help seniors age in place, focusing on home care costs, modifications, debt, ...
These can increase your tax liability and also result in penalties, fines and notices from the tax department.
A 15-member, high-powered committee has been set up to frame the guidelines for including minimum assured return schemes in ...
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Older Workers Could Use 401(k) Funds to Buy Annuities Under Proposed Bill. But Should They?
A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.
Modern Solutions For Legacy Annuities New strategies now allow firms to unlock the full value of legacy commissioned annuity books—creating wins for clients, advisors and acquirers alike. These assets ...
Talcott Financial Group (“Talcott”), an international life insurance group and leading provider of comprehensive risk solutions, today announced its official launch in the retail annuity market ...
Finance Pro is a Windows program that performs annuity, loan, bond and time‑value‑of‑money calculations for financial analysis and amortization planning. Unlike basic calculators or spreadsheet ...
JACKSONVILLE, Fla. and DES MOINES, Iowa, Dec. 18, 2025 /PRNewswire/ -- Fidelity National Financial, Inc. (NYSE: FNF) ("FNF"), a leading provider of title insurance and transaction services to the real ...
Nationwide found annuity owners reported higher levels of retirement confidence, but a separate LIMRA study questioned how much clients know. Annuity owners have more confidence in being able to ...
Advisor transitions to RIA model and growing consumer interest in modern annuities drive 200% growth in AUA in 24 months Subhead of release should read: Advisor transitions to RIA model and growing ...
DPL Financial Partners has surpassed $5 billion in annuity assets on its platform, marking a major milestone for the fast-growing marketplace that connects registered investment advisors (RIAs) with ...
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