Hybrid annuity-plus-portfolio strategy beats the 4% Rule, retirement researchers say
Personal Finance

Hybrid annuity-plus-portfolio strategy beats the 4% Rule, retirement researchers say

New research backed by the life-insurance industry finds a mix of partial annuitization and market withdrawals outperfor...

Shira Katz 👁 41 💬 0
Under-65s Have Taken £75.5bn in Taxable Pension Drawdowns Since 2015
Personal Finance

Under-65s Have Taken £75.5bn in Taxable Pension Drawdowns Since 2015

New HMRC data analysed by Lumera shows 2.4m savers made taxable pension withdrawals before 65, taking £75.5bn since 2015...

Shira Katz 👁 37 💬 0
Build Your Retirement Plan for the Early Exit You Don't Want
Personal Finance

Build Your Retirement Plan for the Early Exit You Don't Want

At the 2026 Morningstar Investment Conference, experts urged workers to stress-test plans for an unplanned early exit — ...

Shira Katz 👁 28 💬 0
Annuity Growth Now Hinges on Life-Insurance Back-Office Modernization
Insurance

Annuity Growth Now Hinges on Life-Insurance Back-Office Modernization

Record $464.1B annuity sales and an aging population raise the stakes for insurers to connect fragmented sales, service ...

Tamar Rosen 👁 33 💬 0
Why TIPS and Income Annuities Are the Overlooked Cornerstones of Retirement Investing
Personal Finance

Why TIPS and Income Annuities Are the Overlooked Cornerstones of Retirement Investing

Financial commentator Brett Arends argues that Treasury Inflation-Protected Securities and immediate annuities with annu...

Shira Katz 👁 29 💬 0