“An outstanding job…”

Winterthur Life’s new pension planning tool, designed by Fincision, ... retirement strategies – ability to compare annuity purchase and income withdrawal retirement ... Retirement Income Planner has been almost 12 months in development, but it was worth the wait in order [more...]

Date: 2007-10-25 11:51:45
Blog: fincision...

Blog posts (254) | Videos (29)
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Dad’s Retirement Plan: Learning About The TIAA-CREF Traditional Annuity

While visiting the parents, I was also asked to provide some input on their retirement savings ... -CREF (Teachers Insurance and Annuity Association - College Retirement Equities Fund ... . As you might guess from their name, a very popular option for members is the TIAA Traditional Annuity [more...]

Date: 2007-07-10 05:29:02
Blog: My Money Blog - Persona...

Friday's Feast #33

Appetizer Describe your laundry routine. Do you have a certain day when you do it all, or do you just wash whatever you need for the next day? ... to have enough money in my mutual fund, the STRS (state teacher retirement system), and my annuity (457 ... and nineties rather than "retirement age" ... I sometimes FEEL really old, mostly because I work [more...]

Date: 2007-08-18 01:27:02
Blog: DaisyMae Maus & the Fel...

Should you buy extra pension years?

Buying back added years within your NHS pension could provide a tremendous boost to your income when retired ... of guaranteeing yourself income in retirement and locking yourself into today's annuity rates ... at retirement but there are some significant downsides too. What are the positives/negatives to buying back [more...]

Date: 2007-07-22 09:53:09
Blog: medinvest.org.uk...

John Edwards Proposes Retirement Changes (pfblogs.org)

We've been very interested in the presidential candidates views on Social Security, Medicare and retirement ... to help retirement savers and a government annuity. Create Universal Retirement Accounts: Edwards [more...]

Date: 2007-10-27 16:45:44
Blog: The Ad-Free Personal Fi...

Beware of studying further…

Iona Minton Question: I work in insurance and am therefore all for saving for retirement ... time. If you invest in a retirement annuity, be warned that you will not be able to access the funds ... it again and put it into an annuity? I need the most growth with the least tax. Any suggestions? Answer [more...]

Date: 2007-11-08 16:28:18
Blog: The Ghanaian Journal - ...

Swiss Annuity

Asset Protection Using Swiss Annuities Saving for a secure retirement has never been more difficult. U.S ... to save and invest successfully, a third barrier looms between you and secure retirement - a lawsuit ... like he might have money is at risk of being victimized by a frivolous or vengeful lawsuit - with potentially [more...]

Date: 2007-09-26 20:08:00
Blog: Constant Learning Group...

Alternative Retirement Plan Could Be Good Fit for Small Business

Retirement planning is never easy, especially if it's up to just you to work out all of the details for your employees ... . By law, a 412(i) must be funded entirely with insurance and annuity contracts Retirement planning ... contracts Can provide fixed, known monthly retirement benefits, life-insurance protection [more...]

Date: 2007-07-13 15:52:08
Blog: MyBusiness Magazine...

It’s not “Retirement”, it’s the “Harvesting Phase”

It’s not “Retirement”, it’s the “Harvesting Phase” November 3rd, 2007 by Cora Winters I propose that we throw out the term "retirement" ... » Site Search Tags: annuity, elder, financial planning, money, pension, Peter Cole ChFC, retirement [more...]

Date: 2007-11-03 13:00:07
Blog: Finance and Credit Prof...

It's A Wonderful Life...Mortgage-Free Retirement

Life would be wonderful without any mortgage payments in retirement ... a "period certain" immediate-fixed annuity, says Rich Lindsay, a senior vice president with Symetra ... an income annuity strategy Things get trickier when dealing with individual retirement accounts and 401 [more...]

Date: 2007-09-21 00:02:41
Blog: Rollover Ira, 401k and ...

Do You Worry About Your Parents’ Readiness For Retirement?

Up until recently, I never really thought about my parents’ financial situation ... retirement annuity. As long as they stay healthy, I’m actually pretty confident they will be fine ... retirement age, they’ve become more open with their finances. They assure me that they are on track [more...]

Date: 2007-08-25 13:26:32
Blog: My Money Blog - Persona...

Annuity Quotes: Investment For Everyone

Annuities are an investment tool. It is an insurance policy but is similar in functioning to an investment product and thus very often compared to ... this kind of annuity. When they receive their retirement funds from their 401K, they use ... them. In general, the insurance company providing the annuity contract receives either a lump sum [more...]

Date: 2007-11-08 03:11:06
Blog: J A M B U Z Z!!! For th...

Schadenfreude at the SABC and everywhere esle...

The word (and concept) schadenfreude was the line of defense that James Spader's character used in an old episode of Boston Legal to get his client ... court tossing his application to halt his suspension on fraud charges of R1,8M. Giggle...snort ... with Alexander Forbes' (mis)handling of Retirement Annuity profits, prompting the corporate bloodsuckers [more...]

Date: 2007-08-11 09:40:16
Blog: pissing the planet off ...

Variable Annuities Want in on ETF Action

Exchange traded funds (ETFs) have become so popular that 401(k) ... after retirement. Net assets of variable annuities grew to $1.5 trillion in the second quarter, according to the Association for Insured Retirement Solutions. So combining the two popular products [more...]

Date: 2007-10-09 23:00:00
Blog: ETF Trends - Keeping a ...

Your mortgage loan can affect your retirement income

The Dow Jones industrials dropped more than 500 points over two days as traders in the stock market worried ... , and condominiums.  As interest rates have gone up, interest-only loans, negative amortization loans ... . When planning your retirement, you need to know when your home will be paid off and how much [more...]

Date: 2007-07-28 23:22:11
Blog: Scientific Psychic Blog...

BOOST IT TO $2K AND ADD A MEANS TEST AT CASH-IN AND PASS IT THIS CONGRESS:

Edwards Offers Savings Plan (CHRISTINE HAUSER, 10/27/07, NY Times) ... his plan, workers would also have the option upon retirement to convert their savings to annuities ... Former Senator John Edwards proposed yesterday that rules governing retirement savings be revised [more...]

Date: 2007-10-27 16:51:14
Blog: BrothersJudd Blog...

Do You Need Longevity Insurance?

Have you ever heard of “Longevity Insurance?” In short, ... can be substantially better than a typical fixed annuity. However, unlike a typical deferred annuity (which ... just a re-packaged, deferred annuity that’s targeted for retirement-age individuals who are concerned [more...]

Date: 2007-08-29 11:45:17
Blog: personal finance tips ...

South Africa: Taxation Laws Amendment Bills 2007 - Deneys Reitz Inc

Two Bills have recently been published in their final form, giving effect to the amendments announced in the Budget Speech last February. The most significant amendments relate to the decision to simplify the calculation of the taxable portion of lump sums from pension, provident and retirement annuity funds, and to reduce the tax [more...]

Date: 2007-07-06 09:01:52
Blog: Articles on All Regions...

Minimum Wage takes a hike

For the first time in 10 years, the Federal Government will raise minimum wage in three steps, from $5.15 to $7 ... of the highest 3 years of his or her salary. By law, the starting amount of a Member's retirement annuity ... for a pension until they reach the age of 50, but only if they've completed 20 years of service [more...]

Date: 2007-07-23 16:12:36
Blog: Ramblings...

HelenLindars

“…Women’s lives are significantly different to men’s Working Lives Parenting Caring Absent from paidwork Full time work Part time work ... longevity deeper poverty later in life. Women greater longevity than men Lower annuity rates ... Significantly reduced income Retirement Significantly reduced pension income Large difference [more...]

Date: 2007-07-25 16:37:13
Blog: Excerptus...

Planning for Retirement

I thought we would enjoy retirement. My husband used to run 'Preparing and Planning for Retirement' training courses ... , annuity, savings or whatever is all you have i.e. fixed income then finances take on a whole different [more...]

Date: 2007-10-27 15:43:17
Blog: And - Who Cares...

I don't like these savings numbers

Kiplinger offers some depressing numbers for how to Cash Out Early ... Security benefits, pension checks and other sources of retirement income, such as annuities or earnings ... %of your gross income (including any help you get from the boss) toprovide for a comfortable 30-year retirement [more...]

Date: 2007-10-16 11:18:13
Blog: Escape Brooklyn...

FedEx Cup: Success? Tiger Woods: Sick.

23 under? REALLY? That’s the golf course we want them to play for the finals of the first ever Fedex Cup? ... mean something, and at least he earned himself the $3M second place annuity. That’ll be some decent retirement money at any percentage rate. But let’s face it - if Tiger “sat on his laurels” [more...]

Date: 2007-09-17 15:40:06
Blog: The Golfchick...

Passive Income is the Key to Freedom–and Retirement

You might think of “passive income” as a gimmick, complicated and risky investments, a very sophisticated strategy, ... , and annuities, all of which are associated with retirement. But who says you have to wait until ... , you’re probably saving for retirement anyway, right–just in case? “Retirement” is upheld [more...]

Date: 2007-11-02 18:49:21
Blog: � AllFinancialMatters...

Conflicts of Interest and the "Certified Senior Advisor"

The NYT has had a series of articles lately on sharp business practices that prey on seniors ... as "certified senior advisor," "certified elder planning specialist," "certified retirement financial ... inappropriate, expensive insurance and annuity products to seniors. (One example given is the agent who sold [more...]

Date: 2007-07-10 17:28:23
Blog: Conglomerate Blog: Busi...

Your Annuity Savings Discussed

Annuity as a term is gotten from the Latin word “annus” which is a medium of investment that can be compared to “Certificate of Deposits” which banks give. Income can be the simple meaning of annuity. On a deeper level, annuity ... . There are more people that use annuity as a way of investing for their retirement. As similar however [more...]

Date: 2007-10-13 21:02:13
Blog: Real Estate Bubble Talk...

Prudential to offer new retirement scheme

Prudential to offer new retirement scheme August 14th, 2007 Maybe this is Prudential’s answer to the current hot issue on retirement in Malaysia ... , combining the best of annuity plans, investment-linked and universal life insurance benefits ... -yielding bank savings or fixed deposits to accumulate wealth for their retirement. “In addition, 35 [more...]

Date: 2007-08-14 09:38:04
Blog: drNaz & his networ...

Insurance VS Christianity.

So, um, am I still a good Christian if I take out insurance of any kind? I honestly never realised it ( ... , household and life, as well as a retirement annuity. Our church rector said once that it was like saving [more...]

Date: 2007-05-07 01:34:22
Blog: angel's mind...

...a failure to communicate

There are few (if any) things insurance agents sell that are simpler than fixed annuities, particularly immediate ones ... a fixed, usually small, retirement income. The company has a number of folks who have reached ... Premium Immediate Annuity is an ideal vehicle for this, because it provides a guaranteed income [more...]

Date: 2007-09-24 03:15:34
Blog: InsureBlog...

Transferring Assets Upon Death by Operation of Law or Contract

Yesterday I provided an overview of how you can use a will to assist in transferring assets upon your death, ... , retirement accounts, pensions, annuities, and so on. For example, when you purchase a life insurance [more...]

Date: 2007-09-19 15:38:47
Blog: Generation X Finance...

SOME NO-BRAINER SAVINGS IDEAS

Too many Americans are making poor choices -- or no choices at all -- to prepare financially for retirement, says Laura D'Andrea Tyson, ... workers to have the security of a guaranteed lifetime retirement income with annuity-like products [more...]

Date: 2007-10-31 13:14:54
Blog: NCPA | A Leader In Prom...

My financial advisor: Why I fired one and hired another

Saving for retirement was a consistent activity of mine since shortly after college. I went to work for three different non-profits after college ... I like a guaranteed retirement income. Of course my answer was yes. But I knew annuities were a conservative vehicle for people much closer to retirement age, not those in their early 40s. And, I figured [more...]

Date: 2007-08-03 17:38:17
Blog: Hey, Don...

Series 65

Cranky. Mentally drained. Completely anxiety-ridden and severely sleep-deprived (yes, I really AM writing this post at 2:41 a.m.!!) ... annuities, commodities, and futures), retirement plans, asset allocation models, tax law, investment [more...]

Date: 2007-08-04 06:53:08
Blog: In My Head...

Life is such a slog

Or am I the only person who thinks that way? The happiest days are probably when you are a baby, cute and bubbly ... have a pension plan or annuity or some sort of retirement plan. You study hard (some people might even skip [more...]

Date: 2007-11-15 08:51:21
Blog: My little girly blog...

Pam Hamlin, President, Arnold Worldwide

Pam Hamlin, President, Arnold Worldwide By Carl Steffens, Adobe Systems Theme: ... for next 10 years will cause shift of investment products to “income” orientation (such as annuities ... adequately plan for and provide for retirement, Fidelity can help society. Do good while doing well [more...]

Date: 2007-10-13 19:45:59
Blog: ANA Marketing Maestros...

Pay raise for troops (or shooting yourself in the foot)

The Army Times headline says "White House: 3.5 percent pay hike unnecessary" ... Military Retirement Fund. The current benefit programs for survivors, DoD’s Survivor Benefit Plan (SBP ... purpose — providing a lifetime annuity for the survivor of an active, retired or former servicemember [more...]

Date: 2007-05-17 17:04:12
Blog: QandO - Free Markets, F...

the mrbrown show: annuity schemes

Get the lowdown on annuities for retirement that the gahmen wants you to buy, at mrbrownshow.com! [more...]

Date: 2007-08-22 11:14:52
Blog: mrbrown: L'infantile te...

Here’s Hoping Usability Becomes Institutionalized within ALA

I know a lot of folks (staff and members included) have been screaming from the rooftops for this, waiting impatiently ... and retirement annuity. Closing Date: Review of applications will begin December [more...]

Date: 2007-10-24 23:08:42
Blog: The Shifted Librarian...

FedEx Cup so popular, point leader Mickelson might skip the rest

The Deutsche Bank Championship was a classic -- riveting golf, for which we owe a thanks to the FedEx Cup format ... ." Of course I personally wouldn't give up the chance at a $10 million retirement annuity. (Hell [more...]

Date: 2007-09-04 03:38:13
Blog: Kiel Christianson...

Graduation

Graduation July 26th, 2007 You are halfway through 2007, maxed out on your current qualified retirement plan, ... benefits are funded entirely by insurance and annuity contracts or solely  by annuities issued ... , with my significant amount of income how can I defer larger amounts of income to create a better retirement [more...]

Date: 2007-07-26 21:50:44
Blog: Steven L White ...

Gilt Yields Are Up And Rising Rates Should Be Good News For Savers

Rising rates are lousy news for debtors not tucked up in long-term fixed rate deals. But where theres a yin theres a yang when it comes to rates ... retirement too. Gilt yields are up that means annuity rates are up too. According to a helpful chart from the Annuity Bureau back in 1990, a pot of pension money built up over a working life could [more...]

Date: 2007-07-02 00:00:00
Blog: Stock Market Investing ...

Today's Singapore News

1. Foreigners will not be allowed to interfere in Singapore's domestic affairs. 2. Government's role is to ensure S'poreans save up enough funds for retirement 3. MPs suggest ways to make annuity scheme attractive 4. New route, highlights for Chingay 2008 5. Daughtry to rock [more...]

Date: 2007-09-19 07:10:07
Blog: I.Z. Reloaded: Online R...

Variable annuities get an image makeover

As boomers make the transition to retirement, financial institutions are giving their variable annuity products a makeover in hopes of attracting a greater market share. [more...]

Date: 2007-06-20 05:00:00
Blog: Mortgage Matters: A Web...

Weekly Roundup - 05/18/07

Here’s a quick look at some of the articles that caught my eye over the past week: ... way to spend money overseas. Flexo has information on comparing a lump sum payout with an annuity ... you should save for a house or retirement. Finally, MyTwoDollars asks if bundling your telecom purchases [more...]

Date: 2007-05-19 02:03:45
Blog: personal finance tips ...

Roundup for week of 9 September 2007: Arturo Sandoval edition

Here are some posts from the MBN and other blogs in my reader: ... this.) All Financial Matters lets us peek at an equity-indexed annuity. Blueprint for Financial ... is a good retirement goal. Money Smart Life illuminates a common sales tactic that encourages [more...]

Date: 2007-09-17 03:20:13
Blog: Mighty Bargain Hunter...

Planning For Retirement Study - Are Canadians Saving Enough? University of Waterloo

The on-line report does not contain all the calculation or data details. Some key points include: They used data from Stats Canada ... to an indexed annuity so home ownership could be viewed as retirement income (If I understand ... 65. Assuming one starts at age 40, the required savings rates for a $40,000 income household [more...]

Date: 2007-08-10 16:28:26
Blog: Canadian Money...

The Clinton Retirement Proposal: Missing the Waste

The coverage of Clinton’s retirement proposal has largely missed one of the big advantages of the system that she is proposing ... could also allow workers to turn their accumulation into an annuity (an annual payment that continues for life) at retirement at almost no cost, as opposed to private insurers, who typically charge fees [more...]

Date: 2007-10-11 02:13:33
Blog: Beat The Press | The Am...

(no comments)

(no comments) 1 Category: downline Updated by estefan 1 minute ago Link Basics - Retirement Planning: Buying Variable Annuities - [more...]

Date: 2007-08-11 10:08:07
Blog: MarkaBoo :: Recent Book...

William Traynor Named New National Manager at Peachtree Life Finance

William Traynor Named New National Manager at Peachtree Life Finance Submitted by Julie on Tue, 2007-07-10 21:03 ... to those seeking to sell structured settlements, annuity payments, sweepstakes awards, lottery prize ... for Citistreet, the retirement planning division of Citigroup, where he held positions such as Regional Manager [more...]

Date: 2007-07-11 02:03:10
Blog: Cleveland Leader...

Of Mutual Interest: Retirement funds offer payouts like low-fee annuities

Investors who use target-date funds to put their investments on cruise control until retirement face a common question: How will I manage my money so it holds out once I've stopped working? [more...]

Date: 2007-10-13 05:17:12
Blog: Seattle Post-Intelligen...

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