Great American’s Annuity Customers Share Their Secrets To A Great Retirement

That’s the big question I’m always asked. By the time you are ready to put in your final notice, you’ve got money squirreled away in a million different places; 401 s, IRAs, Roth IRAs, brokerage accounts, savings accounts the list goes on. And all you really want to know is, “How do I actually take the money out?

Several ways exist for individuals to leave assets to their favorite charities. The following are some examples of how that can be done:. Using your will and trust to make gifts to charities by making specific gifts in those documents;.

–Today, DPL Financial Partners, the insurance network for registered investment advisors, and Security Benefit Life Insurance Company launched a new fixed index annuity built in response to feedback from DPL’ s RIA members. “The launch of this ClearLine FIA reflects the power of the DPL network in action,” said DPL Founder and CEO David Lau.“ We gathered feedback…

Market volatility and loss make this the right time for clients to turn to the security of a fixed indexed annuity.

Brighthouse joins other insurers such as Allianz, Jackson National and Global Atlantic on the Envestnet exchange. The platform is designed to help advisors from a need-specific versus a product-specific perspective, so as to steer client discussions toward protecting income and then searching for a solution via software.

Keith Corlett will be nominated Superintendent of the New York State Police. He also serves on the State Police Executive Portfolio Review Board, the New York State Interoperable and Emergency Communications Board, the New York State Municipal Police Training Council. Mr. Corlett holds a B.A. from the State University of New York at Stony Brook and a M.P.A. from…

A resurgence in index annuities reminds us that they are a great choice for clients.

When you turn 65, the IRS offers you a gift in the form of a bigger standard deduction. For 2018 returns, for example, a single 64- year-old gets a standard deduction of $12,000. The extra $1,600 will make it more likely that you’ll take the standard deduction rather than itemizing, and if you do, the additional amount will save you almost $400 if you’re in the 24%…

Early in my career I worked for the Federal Reserve Bank of New York, which had a defined-benefit plan for its employees similar to those at most large firms. In accepting a professorship at the University of Pennsylvania, I also transitioned from the defined-benefit pension plan of the bank to a 401 defined-contribution plan at the university.

Rob Portman, R- Ohio, issued the following news release:. New retirement security legislation introduced today by U.S. Senators Rob Portman and Ben Cardin- the Retirement Security& Savings Act- received widespread praise from key stakeholders that support bipartisan reforms to help Americans save more for retirement and increase access to 401 s and other…

State insurance commissioners are wrestling with whether to adopt a ‘best-interest’ standard, either explicitly or implied. What would the implications of that move be?

Annuity sales continue to hit the highs, according to Wink’s Sales & Market Report.