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We have $1.2M in an IRA plus $750K more. Should we use a target date fund or annuity?
Annuities and target date funds are popular assets for households who are either saving for retirement or already in their ...
Converting an annuity to a Roth IRA involves transferring funds from an annuity, which provides an income stream, to a retirement account with tax advantages for withdrawals. This process has ...
When you consider where to invest your money for retirement, you have multiple options. Going with an IRA can lead to larger rewards with a more significant risk. Are you ahead, or behind on ...
Over the past several decades, you’ve been saving for retirement with one clear goal — to ensure your golden years are financially stable. Now that the countdown to your last day on the clock is ...
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