Navigating Early Retirement Risks with $3.3M Nest Egg in High-Cost City
Explore the risks and strategies for early retirement with $3.3 million in a high-cost city, focusing on retirement planning, withdrawal rates, and market volatility management.
Explore the risks and strategies for early retirement with $3.3 million in a high-cost city, focusing on retirement planning, withdrawal rates, and market volatility management.
Athene topped 2024 fixed annuity sales with $36B, offering a diverse range of products and strong A+ financial strength rating despite low customer satisfaction scores.
Explore how lifetime income options in retirement plans can enhance preparedness for retirement savings and support both employees and plan sponsors in managing retirement security risks.
Despite strong sales and regulatory support, annuity adoption inside U.S. retirement plans remains limited due to participant and sponsor perception challenges. Behavioral insights suggest reframing annuities can boost integration as default lifetime income solutions.
Morningstar's 2025 retirement income research adjusts the safe withdrawal rate to 3.7%, examines dynamic spending strategies, Social Security timing, and annuities, offering insights for U.S. insurance and financial professionals.
Cerulli Associates reports $3 trillion in retirement rollovers and annuity sales opportunities for U.S. wealth management firms targeting high-net-worth individuals.
Explore how a $100,000 annuity converts to monthly retirement income. Understand payout variability, features like inflation protection, and trade-offs for U.S. retirees.
TIAA Traditional annuity inflows hit a five-year high as investors seek guaranteed assets amid market uncertainty, outperforming standard target-date funds in retirement strategies.
Explore how RIAs are leveraging new annuity solutions to enhance transparency, control, and income stability in retirement portfolios while maintaining fiduciary alignment.
Fixed-term annuity rates have risen due to higher bond yields and interest rates, influencing retirement income options and market competition in the insurance sector.