Is Social Security Unsociable to Annuities?

Virtually all American retirees already own a pension that's more generous than any retail annuity could ever be: their Social Security benefits. But how much does the entitlement "crowd out" demand for retail annuities? The answers may surprise you.

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
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One source of rising inequality: Power couples

Some researchers believe that the rise of professional couples with two high-powered salaries as a result of 'positive assortative matching" has helped fuel the wealth-concentration that pundits so often write about these days.

It’s 2024. Do You Know Where Your Industry Is?

A new report from Diversified Services Group, Inc. and Greenwald & Associates offers predictions from 24 industry experts about the shape of the retirement industry ten years from now. It's like a transcript of a high-level brainstorming session.
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