Page 2 11 - 20 of 80
Can You Move an Annuity to Another Company?

Annuities are long-term insurance contracts that offer ongoing payments and may offer tax-deferred growth. People who buy annuities may be concerned about the potential for “outliving their assets” and running out of money. An annuity may offer lifetime payments.
Are Roth IRA Distributions Taxable at the State Level?

Before we delve into the question, let's briefly review the differences between a Traditional IRA and a Roth IRA. That comparison can provide a foundation for the topic.
What is a Balanced Portfolio for Retirement?

Financial planning is a key to preparing for your retirement years, especially the early years when you’ll be able to enjoy the new freedoms and social activities that come with stepping away from a full time work schedule.
What Is A Realistic Retirement Budget?

As retirement age approaches, it’s important to be financially prepared for what lies ahead. The thought of living on a fixed amount of money during your later years can feel daunting. Setting a realistic retirement budget ensures that you’ll have the funds you need during this time.
Should You Add Real Estate To Your Retirement Portfolio?

Retirement and aging can bring about a whole new set of challenges. You’ll also be living off your savings instead of drawing a regular paycheck, which can add some financial concerns since your savings may have to last two decades or more.
What are Examples of Retirement Portfolios?

Intimidation may be one of the most significant obstacles to adequate retirement planning. According to the Transamerica Retirement Survey (conducted in 2020 by the Harris Poll), 42 percent of Americans admit that their biggest concern is that they will outlive their retirement savings and investments. Yet, despite that fear, 68 percent of those surveyed either strongly or somewhat agreed that they were building an adequate nest egg for retirement. The concern may be due to worries about whether the investments are safe and will grow enough to provide the needed income.
How Much Should I Have In My Retirement Portfolio?

At one time, companies took care of their retired employees through defined-benefit plans like pension funds. Between receiving either a lump sum or lifetime annuity from these plans, and pairing that with social security benefits, retired employees could piece together enough income to enjoy their golden years.
Are Retirement Planners Worth It?

Planning for a secure, comfortable retirement is a nearly universal aspiration. For most people, the idea of living in their retirement without worrying about finances is a top priority. But for many, doubt over how to achieve that goal is troubling. For example, you may have questions about your retirement assets. Do you have enough saved, and is it invested appropriately? For some investors, retirement's special tax and management challenges lead them to rely on professionals for advice.
How Often Should You Rebalance Your Retirement Portfolio?

Your individual tolerance for risk and investment goals will change over time. Rebalancing your investment portfolio as you age – especially as you near retirement – can help ensure that the mix of assets in your portfolio matches your risk tolerance and investment objectives.
How to Create a Retirement Portfolio

Creating a retirement portfolio is sort of like getting dressed in the morning. Personal preference dictates that our choice of outfits won’t be the same, just as no two retirement portfolios will look the same, either.
Page 2 11 - 20 of 80