News

There is no right way to retire. Many of today's workers will retire in stages, maintain a part-time job or consulting work, or otherwise stay professionally active.
Want to find out what the best low-risk investments in Canada are? Check out this list of options to help your clients ...
The age 75 rule could shape how you buy or use an annuity. Here's what to know before it impacts your strategy.
Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].
Acquisition Reinforces B2B and Direct-to-Consumer Position to AmeriLife’s Powerful Wealth Distribution Platform HARTFORD, ...
Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable ...
For most private employees, retirement isn’t something they actively plan for. It’s something they’ll “figure out later.” ...
We look at some of the more critical aspects of beneficiary nominations, tax implications and what can go wrong if things ...
When you leave an employer and an employer-sponsored fund (pension, provident or umbrella fund), you will have to decide what ...
Type of annuity. An income annuity is a contract that produces only income. This type produces the most income because it ...
Annuities are often associated with retirees looking for a steady income stream later in life. But does it make sense to lock in guaranteed income in your 40s, potentially decades ...
Retirees may see an approximate 77% increase to their Social Security benefits by waiting from age 62 to age 70 to claim ...