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“It is amazing that annuity sales are only down in the single digits, given the devastating effects that COVID-19 has wreaked on the annuity industry,” an expert says.June 1
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The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.May 27
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The percentage of workers who say they are ready to retire has dropped by more than 5% in last month, a survey found.April 24
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Just as in the wake of the 2008 financial crisis, experts say there's rising interest in the products among advisors.April 15
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Retirees tapping their long-term savings accounts for income in an emergency are advised to strongly consider reducing their withdrawal rates.March 16
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To ensure their investments stretch as long as they live, clients are advised to develop a sustainable withdrawal plan and consider annuities.March 6
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To start, these clients are advised to start saving as early and contribute enough to their 401(k)s to qualify for their employer's matching contribution.March 3
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Taking advantage of catch-up contributions is one of several methods that can help them get back on track.February 12
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The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.February 11
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Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.February 7
