Tag: Retirement Planning

Corebridge Financial Reports Strong Q2 Amid Record Annuity Sales and Strategic Reinsurance Deal

Corebridge Financial posts strong Q2 results with 5.8% annuity sales growth, introduces MarketLock RILA product, and secures a major reinsurance deal to optimize risk and earnings.

2025 Social Security Earnings Test: Implications for Retiree Income Strategies

Understand the 2025 Social Security earnings test thresholds and strategic tax-efficient income planning to preserve benefits for retirees with earned income.

US Longevity Economy Growth Spurs Innovation in Annuities and Geroscience

Explore the rapid growth of the US longevity economy, driving innovations in annuities, geroscience, and AI-driven retirement planning amid demographic shifts.

Navigating Annuity Complexities: Key Insights for U.S. Retirement Planning

Explore critical insights on annuity types, common mistakes, fees, inflation impact, and advice for securing retirement income. Understand how to choose the right annuity and avoid pitfalls.

Federal Retirements Surge Amid Workforce Changes; Key Benefits Retained

Federal retirement applications surge nearly 40% through mid-2024 amid workforce reduction programs and retention of key retirement benefits. Insights on planning and financial challenges for FERS employees.

Health Insurance Costs Require Careful Planning for U.S. Retirees

Explore essential strategies for U.S. retirees to manage rising health insurance costs, Medicaid options, COBRA coverage, and ACA subsidies to secure financial stability in retirement.

2025 Social Security Report Sparks Shift Toward Diversified Retirement Income Strategies

The 2025 Social Security Trustees Report highlights retirement income risks and promotes diversified strategies including annuities, dividend stocks, and alternative investments to build resilient portfolios.

Navigating Health and Retirement Benefits Amid Federal Workforce Cuts

Explore essential strategies for federal employees facing workforce cuts, focusing on health insurance transitions, retirement savings options, and benefits continuity.

Prudential Unveils ActiveIncome to Enhance Retirement Income via Managed Accounts

Prudential Financial launches ActiveIncome, an innovative insurance overlay feature on Dimensional Fund Advisors’ platform, providing steady retirement income without transferring assets. Learn how this solution addresses longevity risk and enhances retirement planning.

Key Retirement and Medicare Changes in the New U.S. Legislative Bill

Explore the impact of recent U.S. legislation on Medicare, Medicaid, ACA subsidies, and retirement health benefits. Understand key changes affecting coverage, eligibility, and premiums for 2024.