Retirement Income
Turning savings into a paycheck: withdrawals, RMDs, annuities, pensions and longevity.
Why Buy An Annuity?
Why Buy An Annuity? Financial planner Dana Anspach emphasizes the importance of quantifying how adding an annuity impacts the overall retirement income plan, using metrics like fundedness ratio, liquidation value, and coverage ratio to measure the annuity's effect on financial security and income stability.
Retirement and Protected Income
Michael Larocca and Cyrus Bamji discuss a report that finds that many Americans are facing retirement without a secure income.
Single Premium Immediate Annuities and Life Insurance in Your Financial Plan
Life insurance & annuities can be useful tools in retirement planning. Kent Schmidgall, CFP with Buckingham Strategic Wealth discusses when to Use Single Premium Immediate Annuities and Life Insurance in a Financial Plan.
Putting Retirement Funds Into an Annuity
Are annuities right for you? Dana Anspach discusses.
How To Tell If an Annuity Is Right for You
How To Tell If an Annuity Is Right for You
Is It Time to Exchange Your Annuity?
Swapping your current annuity for a new one could boost your retirement income and potentially lower fees.
Can You Afford to Retire? See How Much Seniors Spend on Essentials
Americans 65+ have seen a major spike in expenses, with food costs up 44.4% since 2012. See how retirement spending has changed and what it means for your budget.
Navigating the Retirement Red Zone: Innovative Portfolio Strategies for Long-Term Success
Financial expert explore how increasing stock exposure over time could lead to more sustainable retirement income and better inflation protection.
Boost Retirement Security: Why Guaranteed Income Beats Savings
Research shows retirees hesitate to spend savings but readily use lifetime income. Here's what this means for you.
Retire in Kentucky: Affordable Living & Tax Benefits
Discover Kentucky's attractive retirement benefits, including no Social Security tax, pension exclusions and low cost of living.
Guaranteed Retirement Income: Combining Annuities with Your IRA Strategy
Explore the benefits of using annuities within traditional and Roth IRAs to generate guaranteed lifetime income. Learn about tax-free Roth annuities, QLACs for RMD deferral, and how these strategies can enhance your retirement security.
The Top 15 States for Women to Retire
Based on factors such as cost of living, health care, the prevalence of parks and more, here are the top states for women's retirement. Did your state make the cut?
The Best States for Women to Retire
Iowa is No. 3. Did your state make the list?
Outliving Your Savings: The Hidden Dangers of Conservative Retirement Planning
Discover the alarming statistics on retirement savings depletion and why retiring at 65 poses significant risks. Learn strategies to protect your financial future.
Maine Retirement Taxes: Income, Property & Estate
With its stunning landscapes and numerous tax benefits, Maine has become a top destination for retirees seeking a high quality of life.
Protecting Your Retirement: Income Strategies During Market Downturns
Address the anxiety of market volatility in retirement by implementing strategies for predictable income, strategic portfolio management, and realistic longevity planning, ensuring financial stability and peace of mind.
Annuities vs. CDs: Which Retirement Income Strategy is Best?
Explore the key differences between annuities and CDs, focusing on tax deferral benefits and income distribution flexibility for optimal retirement planning.
Indexed Annuities vs. Bonds & CDs: Maximize Growth & Minimize Risk in Retirement
Compare and contrast indexed annuities, bonds and CDs to determine the best fit for your retirement goals. Evaluate risk, return, tax implications and liquidity to make informed investment decisions and secure your financial future.
Flexible Retirement Withdrawals: Secure Your Future & Live Richly Today
Combat the fear of outliving your savings with smart income strategies. Learn how to structure fixed and flexible withdrawals, adjust to market changes, and maximize your retirement enjoyment.
Avoid These Annuity Mistakes: A Guide for Retirement Planning
Annuities can be valuable for retirement income, but pitfalls exist. Discover crucial annuity mistakes to avoid, including choosing the wrong type and ignoring potential costs