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How to Find Fixed Indexed Annuities That Work for You
No two annuities are the same, and fixed indexed annuities have exploded in popularity. Here are some tips to keep in mind when looking for a good FIA.
By Bradley Rosen • Published
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New Call for Medicare to End Restrictions on Alzheimer’s Disease Treatments
While there is no known cure for Alzheimer’s disease, there are promising — but expensive — treatments.
By Becca van Sambeck • Published
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Retirement is one of life’s biggest financial decisions. But most of us feel off track in our planning. Simply put, for most of us, the idea of consulting with a financial adviser is too intimidating. But it doesn’t have to be this way.
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By Sponsored • Published
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Here’s a Way to Save Social Security and Defer RMDs
People who don’t need Social Security benefits could opt out of receiving them in exchange for not being forced to take required minimum distributions.
By Chris Heerlein, Investment Adviser Representative • Published
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2023 Could Be the Year to Welcome Back the 60/40 Portfolio
Bond yields are the highest they’ve been in 15 years, and stocks appear less expensive than before. The odds are now in favor of the balanced portfolio.
By Mel Casey, CFA®, CAIA • Published
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Are You Confident About Your Retirement Prospects?
If you said no, you’re not alone. Lack of financial literacy and feeling like they’re running out of time undermine Americans’ retirement confidence. What can we do?
By Brad Hearn • Published
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I Love You, But Your ‘I Love You Will’ Needs to Go
An ‘I Love You Will’ works great as long as everything goes as planned, but there are three reasons that kind of will may not love you back.
By Allison L. Lee, Esq. • Published
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What Are Fixed Index Annuities, and How Do They Work?
The best part about fixed index annuities: protection from downside risk. And the closer you get to retirement, the more you want protection if the markets have another bad year.
By Tim Schultz, NSSA® • Published
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Lower Taxes on Required Minimum Distributions
Tax Breaks Congress has given retirees more time to take required distributions from their retirement accounts. But postponing withdrawals could cost you a lot of money.
By Sandra Block • Last updated