Common Annuity Questions Answered
The most common annuity questions center on whether they're right for your retirement, how they work, and whether the costs justify the benefits.
How to Apply for Annuity
Applying for an annuity involves working with an insurance company or financial institution to convert a lump sum of money or a series of payments into a...
The People Managing Retirement Funds Are Changing
The landscape of retirement fund management is undergoing a significant transformation, driven by generational shifts, changing investment philosophies,...
Retirement Systems Are Seeing Key Leadership Transitions
Retirement systems across the United States and globally are undergoing significant leadership changes that will shape pension policies, investment...
Why New CIO Appointments Matter for Retirement Funds
New Chief Investment Officer appointments matter because they directly determine how effectively retirement funds invest billions in assets and generate...
A Leadership Update Could Affect How Retirement Money Is Managed
Yes, a leadership change at key financial regulatory agencies can meaningfully affect how retirement savings are managed, invested, and protected.
Fact Check: Will Part-Time Gig Work Affect Your Medicare Premiums in Retirement?
Part-time gig work can raise your Medicare premiums if your income crosses Social Security thresholds, but timing and planning can minimize the damage.
New Appointments Could Influence Retirement Investment Decisions
New appointments in government and corporate leadership positions could significantly shape the direction of retirement policies, investment regulations,...
At Least 22% of Divorced Retirees Never Filed a QDRO and Lost Pension Benefits Permanently
Divorced retirees lose millions in pension benefits due to missed QDRO deadlines and administrative failures.
Who Controls Retirement Funds Matters More Than You Think
Who controls your retirement funds matters because the decisions made by fund managers, plan trustees, and custodians directly impact how much money...