The bull market of the past eight and a half years has pushed stock prices to record levels, boosting retirement account balances in the process. But new research shows ...
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Income
We believe that the number one issue in retirement is creating income. In retirement, having enough money to live on every month without working, and without running out ...
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Generating a lasting income stream once you quit working takes a different set of skills than saving and investing. Why generating reliable income in retirement is so tough ...
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“The basic mechanics of the 4% rule are pretty simple. You start with an initial withdrawal of 4% of savings and then increase the dollar amount of that ...
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New research indicates that retirees—especially in higher income brackets—might need to replace less of their pre-retirement income than they think. Financial planners have long suggested that individuals replace 80% ...
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Social Security has never been more important—or more difficult to get right. Social Security benefits are more complicated than most pre-retirees understand, and the confusion results in millions ...
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Are you buckled in? The equity markets are said to be heading for a correction. A stock market correction is defined when major market indexes decline at least ...
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Source: LifeHealthPRO With a wide range of benefits that include tax deferred accumulation, potential to earn interest linked to an index and protection against loss of principal, fixed ...
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Comments Off on FIA FAQ: 7 key facts about fixed index annuities
For many clients, the two most important sources of retirement income are Social Security benefits and distributions from retirement accounts, including required minimum distributions after age 70 ½. But ...
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