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Research Shows Workers Favor Guaranteed Income Over Financial Wellness Tools

Retail sales of annuities have been booming on higher interest rates even as new data shows that workers want lifetime income products more than other employer resources aimed to boost ...
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Contributors Featured Income Lifestyle Money Retirement

Even After a Year Like 2022, Your Retirement Income Plan Can Stay on Course

Predictions about what the markets will do or how the economy will perform are often wrong. That’s why it’s better to “prepare” rather than “predict,” and that requires ...
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Contributors Featured Income Money Retirement

Congress passes SECURE 2.0: How retirement plans will change in 2023 and beyond

Christmas came early for consumers and retirement advisors late last week when Congress passed – and President Joe Biden signed into law – a $1.7 trillion omnibus spending ...
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How to know you’re on track with your retirement savings, according to a financial expert

Investing money for retirement can be daunting, especially since it’s common for future retirees to worry about whether or not they’ll have enough money to last them through their golden years. ...
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Annuities Contributors Featured Lifestyle Retirement

Protecting Retirement Portfolios in a Bear Market

According to a study by the Employee Benefit Research Institute, over a quarter of retirees are spending more than they can afford due to the pressures of inflation and a ...
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Contributors Featured Lifestyle Retirement Taxes

4 Ways Taxes Could Burst Your Retirement Bubble (and What to Do About Them)

When people think about retirement planning, they tend to put their focus on saving and investing so they have a nice nest egg when they quit working. And ...
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Annuities Contributors Featured Income Lifestyle Retirement

How To Build Your Own Retirement Paycheck

As the CEO of a company whose mission is to help people secure retirement, I am obsessed with the unintended consequences of retirement planning and advice that focuses ...
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To Plan Your Retirement, Look Beyond The Online Income Calculators

We’ve all heard the problems with relying on numbers: garbage in, garbage out; liars figure, and figures lie; 87.2% of statistics are made up; and so forth. Yet ...
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Featured Money Retirement Taxes

IRS: These are your 401(k) and IRA contribution limits for 2023

It may be time to up your 401(k) contributions. The IRS is increasing the limit by $2,000 for 2023, the agency announced Friday. Cost of living adjustments will ...
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Retirement Planning: There’s A Wide Gap Between Expectations And Reality

There’s a significant perception/reality gap among most pre-retirees and retirees today. That’s one of the key takeaways from a new study published by the Stanford Center on Longevity ...
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