Retirement Sweet Spot in 2024: Fixed vs. Fixed Indexed Annuities
Choosing an annuity can feel like picking a lane on a racetrack: one path offers predictability, the other, potential for...
life insurance
Don't Buy Suze Orman's 12% Return Projection, Retirement Experts Say
Why Geometric Returns Matter More in Wealth Management Blanchett’s initial post continues: “In my opinion, the geometric/compounded return should always...
IMF Economists: Bermuda Rules Make Annuity Issuers Look Better
What You Need to Know The Bermuda Monetary Authority says its rules for counting capital are not that unusual. Three...
Tax and Wealth Management Meet in a Growing Sweet Spot
Increasingly, tax planning and tax management are becoming a key focus among many financial advisors. Here’s why, according to Dave...
IRS Clarifies Secure 2.0 Rules
What You Need to Know The legislation created an option to allow employees to treat employer-matching contributions to 401(k)s as...
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs In
What You Need to Know It's a good conversation starter but not an approach that works for most clients, especially...
Most Americans Pessimistic About Economy: Survey
A majority of Americans ushered out 2023 worried about the economy in the coming year, Allianz Life Insurance Co. of...
Wealth.com Brings Estate Planning to the AI Age
With an aging population and the ongoing great wealth transfer by baby boomers, now is surely the time to tackle...
Ed Slott: Expect Higher RMDs in 2024. Here's Why.
As Slott explained, once an IRA owner knows their previous year-end IRA account value, they can look up their age on the IRS...
AMC Theatres Hopes to Keep Two MOVEit Cyberattack Cases Out of Boston
A theater chain is asking a judge to rule on the venue for two MOVEit-related data breach lawsuits that may involve...
