Tag: retirement

TIAA Institute Study Highlights Swiss and Chilean Retirement Models for US Reform

TIAA Institute report reveals how integrating annuity options in retirement plans boosts annuitization, highlighting Swiss and Chilean models as guides for US reform.

NexAnnuity Launches NexCompounder FIA with Market-Linked Growth and Principal Protection

NexAnnuity launches NexCompounder FIA, a fixed index annuity offering growth potential, principal protection, and tax-deferred benefits tailored for diverse retirement plans.

TIAA Study Highlights Switzerland and Chile Models for U.S. Retirement Reform

TIAA Institute study finds integrated annuity options in Switzerland and Chile boost adoption over 50%, offering models to improve U.S. retirement security through hybrid plans and policy reform.

Key Considerations for U.S. Retirees Planning to Move Abroad

Explore essential insights for U.S. retirees considering international relocation, covering visas, taxation, Social Security, and estate planning complexities.

Vanguard to Launch 401(k) Fund Featuring Annuity Options in 2026

Vanguard is introducing a 401(k) target date fund in 2026 that allows older workers to convert savings into fixed annuities, enhancing guaranteed retirement income options amid rising U.S. annuity sales.

Year-End Retirement Planning: Key Deadlines for RMDs, Roth Conversions, and IRMAA

Understand crucial year-end retirement planning deadlines for 2025, including RMDs, Roth conversions, IRMAA impacts, and Qualified Charitable Distributions to optimize tax and compliance outcomes for retirees.

New Retirement Realities: Evolving Models & Strategies Amid Longer Lifespans

Explore how longer lifespans and pension decline reshape retirement planning with new saving and withdrawal strategies, portfolio adjustments, and income solutions like QLACs.

2026 Outlook: Variable Annuities Positioned for Growth Amid Demographic and Market Shifts

Explore how demographic trends, market volatility, and technological innovations are driving robust growth in variable annuity adoption in 2026's U.S. insurance landscape.

Nationwide Survey Reveals Retirement Expense Expectations vs. Reality

Nationwide's survey shows retirees often spend as much or more than while working, driven by underestimated healthcare, housing, and lifestyle costs, highlighting the need for realistic retirement financial planning.

Enhancing 401(k) Plans: Flexibility and Annuities for Retirees

Explore how 401(k) plans are evolving with flexible withdrawal options and annuities to meet retiree needs and market demand for guaranteed retirement income.