Wednesday, April 12, 2017 A Simple Way to Get Guaranteed Income in retirement People crave guaranteed income in retirement, but they cringe at the mention of the word "annuity." That disconnect can make it tough to ensure a steady flow of dollars in later life. One answer: Go with an annuity, but keep it simple. READ MORE >>
Tuesday, April 11, 2017 SOCIAL SECURITY MAXIMIZATION According to the SOCIAL SECURITY Administration, over 59 million Americans will receive SOCIAL SECURITY benefits in 2017. This will increase in the coming years. If you are one of the many individuals who will be eligible for Social Security soon, the following are just a few of the steps that you can take to maximize your benefits. READ MORE >>
Monday, April 10, 2017 What's the Maximum SOCIAL SECURITY Benefit in 2017? Q. What is the maximum benefit you can get from SOCIAL SECURITY this year? And how hard is it to qualify for that amount? A. To answer your second question first, qualifying for the maximum SOCIAL SECURITY benefit is very difficult—it's the equivalent of winning a benefits Powerball. READ MORE >>
Thursday, April 6, 2017 Here's when you should claim Social Security early Social Security is all about timing. The earliest you can claim your retirement benefits is 62, and more than 40 percent of workers opt to begin receiving checks at that time. However, a growing number are waiting until their mid-60s or later, according to Boston College's Center for Retirement Research. READ MORE >>
Wednesday, April 5, 2017 Future Winners And Losers In Retirement Portfolios In the next two years, advisors are expected to tilt client retirement income portfolios toward exchange-traded mutual funds, fixed annuities, long-term care policies, and other investments, a new report concluded. READ MORE >>
Tuesday, April 4, 2017 The Big Chill For Annuities In 2017 With the Department of Labor's 1,000-page fiduciary regulations due to take effect in April 2017, and a new anti-regulatory administration about to take office in Washington, insurance carriers are facing a double whammy of uncertainty. READ MORE >>
Thursday, March 30, 2017 Fixed Indexed Annuity Benefits Are Still In Demand There is still a case to be made for buying fixed indexed annuity products. Before they were included in the DOL’s fiduciary rule, FIA sales were sky high and on an eight year streak of increases. READ MORE >>
Wednesday, March 29, 2017 Here’s an ‘income menu’ that could help retirees make their savings last Workers understandably fret about the shift from traditional pensions to 401(k)s and similar defined-contribution plans. The investment risk is now almost entirely on their shoulders, as is the responsibility of figuring out how to make their savings last 30 years — or even longer. READ MORE >>
Tuesday, March 28, 2017 The Fate of the Fiduciary Rule It’s hard to turn on the news without hearing about a variety of confirmation hearings for several of President Trump’s appointees, and lately they’ve been focused on Alexander Acosta, the appointee for head of the Department of Labor. READ MORE >>
Monday, March 27, 2017 Generate Income in Retirement with a Fixed Lifetime Income Annuity One of the challenges of retirement is converting your personal savings into retirement income. Two common approaches used to generate income from personal savings are: Systematic withdrawals A fixed lifetime income annuity READ MORE >>
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