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Annuities as Part of Retirement Planning

Comfort With Annuities Could Help With Spending in Retirement

One study finds few participants are likely to annuitize their retirement savings, while another suggests those who take a withdrawal deplete their funds in an average of five years.

Financial Planning: The Nitty Gritty On Inheriting IRAs

A couple of years ago, Congress passed a law called the“ Setting Every Community Up for Retirement Enhancement” Act. It is an awkward name, selected with some malice aforethought, to fit the acronym the bill sponsors really wanted the SECURE Act. It passed both houses of Congress with nary a dissenting vote and was signed into law on Dec. 20, 2019.

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