Bonds May Be Down, But Some Annuity Payouts Are Up
By David BlanchettA "free lunch" potentially exists for advisors and retirees willing to shop around for the most attractive rates.
May 11, 2022
China's Digital Currency Lead Threatens Global DemocracyThe acceptance and usage of digital money will dramatically change how the world's financial system operates.
May 11, 2022
How to Supercharge an HSA With an IRA RolloverAn IRA-to-HSA rollover can be a tax-preferred way to cover a large medical expense, but the rules are detailed.
May 06, 2022
Debate: Did the IRS Get It Right on Secure Act RMD Rules?Two professors share their opinions on the IRS' surprising interpretation.
May 04, 2022
How QLACs Can Help Clients Manage Inflation Risk, Reduce RMDsWith inflation spiking, QLACs may be poised to protect against the threat that rising costs pose to retirees.
May 03, 2022
How Social Security Spousal Benefits Really Work: A Case StudyA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.
May 02, 2022
The Ideal Portfolio to Survive a Bear MarketHere are seven things investors should consider as the bear market deepens.
April 29, 2022
Debate: Should Employers Be Required to Offer Roth Accounts to Some Workers?Two professors discuss the merits and feasibility of the "Rothification" of catch-up contributions under Secure Act 2.0.