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How an annuity improves a retirement plan

In response to a recent column of mine, a reader wrote, “Your article on annuities did not demonstrate that an annuity always improves a retirement plan.” True, Warren Buffett’s retirement plan would ... read more

Countdown to Retirement: 1 Year Away

You're now one year from retirement ... are part of a plan’s network. You can also use this tool to research Part D plans. Medicare also offers this tool you can use to research medigap plans. Buy an ... read more

Do annuities belong in your retirement plan?

On the surface, annuities may seem like an incredibly enticing "investment" to consider as part of your retirement plan ... more complicated the annuity, the more costly it will be for the benefits yo... read more

Jackson Chooses RetireUp to Power New Advisor Tool that Demonstrates the Value of an Annuity as Part of a Retirement Portfolio

The custom-built Purpose Meets Planning tool will enable financial professionals to quickly and easily assess the benefit of adding an annuity to a client's retirement plan. Increased longevity and ri... read more

Ways your retirement plan can survive a volatile market

Such uncertainty necessitates reviewing and perhaps adjusting a retirement plan to protect against market ... Consider a fixed-index annuity. With interest rates trending upward, bonds aren ... read more

The Society of Actuaries Releases Public Retirement Plans Mortality Tables, Pub-2010

Jan. 22, 2019 /PRNewswire/ -- The Society of Actuaries (SOA) today released first-of-its-kind public retirement plan mortality tables ... weighted deferred-to-62 annuity values produced by ... read more

Retirement: How to spend and still sleep at night

"Just having a financial plan in place means that people are more likely to spend some of their assets," says Jamie Hopkins, retirement income program director ... steady income by buying an immediate ... read more

The Truth About Annuities and Retirement

Wouldn't that be easy? Wouldn't that be nice? And it's just not the case." Instead, a retirement income plan might include Social Security, a life annuity or deferred income annuity, as well as divide... read more

Getting the most out of retirement income planning with an older spouse

... withdrawals from a Registered Retirement Savings Plan (RRSP) that has been converted to a Registered Retirement Income Fund (RRIF) and Defined Benefit (DB) pension income. It can also include annu... read more

The Right Way to Turn Your 401(k) Savings Into Retirement Income

If you’re counting on your 401(k) plan to help you convert the money you’ve ... plans have any sort of retirement-income withdrawal option and only a quarter or so offer an annuity. The report makes r... read more

How to plan retirement when you have an autistic child

Even if the autistic adult in your family isn't likely to qualify for government help, his life might be improved by an annuity that kicks in as he approaches retirement or life ... to make sure that ... read more

How to Spend in Retirement and Still Sleep at Night

“Just having a financial plan in place means that people are more likely to spend some of their assets,” says Jamie Hopkins, retirement income program ... a steady income by buying an immediate fixed ... read more