Search Results for "annuity"
Found 8 Articles
The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle
As people live longer and healthier lives, retirement income and distribution strategies require a flexible approach that provide for changing needs over time.
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Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
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Retiring? Take Control of Your Assets
When retirement’s on the horizon, there are many financial issues covered here that you'll want to consider.
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Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
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Retirement Account Distributions After Age 72
Minimum distributions from qualified retirement plans and IRAs are required to begin after age 72. This article examines the options as well as the rules for required minimum distributions.
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Your Retirement Checklist
Whether you’re just starting to invest or you’re well into your working years, this checklist can help prepare you for this important financial goal.
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Redefining Retirement in the 21st Century
The traditional approach to planning for retirement may well be already obsolete. This article explains the parameters of the "new retirement."
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Protect Your Assets With a Trust
Trusts can help ensure that your assets are put to work according to your wishes. They can also help reduce estate taxes.
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Financial Matters