We expect UK bonds to deliver annualised returns of around 4.4%-5.4% over the next decade, compared with the 0.8%-1.8% 10-year annualised returns we expected at the end of 2021, before the rate-hiking cycle began. In retrospect, lifestyling was certainly more problematic in the near-ze...
“I was wondering if the new pension arrangements impact on teachers in any way? In other words, do we have access to a lump sum at retirement, do we still need to purchase an annuity?” Response:“The Teachers Pension scheme in its current form will not necessitate the purchase of an ...
and widely held fixed investment trusts (whfits) in box 5 on your 1099-div. please consult a tax advisor to see if this applies to you. if you don't see any amounts reported in box 5, the deduction may not be applicable to your holdings at this time. vanguard variable annuity and ...
Point:jlcollinsnh. Double points! Anytime you can accomplish the same goals with one fund instead of three at less cost, it deserves double points. Actually I’m awarding myselftriplepoints on this one. Just because I can. So, WTF? Now this leads to the uncomfortable question: Why? An ...
A pension or annuity Disability Social security Dividends Interest Required minimum distributions from your retirement accounts Spouse's income The best place to start is your own bank or credit union. You can also check with online lenders...
If so, other that moving to 100% lifestrategy with separate fixed income pot , wondering if anyone has any other ideas? Thanks for any ideas Steven Nothing else provides that mix of low volatility and the ability to cushion losses in a crisis. ...
If I bought an annuity with the “free money”, at current rates I’d be about £600 per year better off for the rest of my life. Good value for an hour or two’s effort now. BUT… BUT… BUT… As I understand it, if my current pension provider goes bust for any (?) reason...
If so, other that moving to 100% lifestrategy with separate fixed income pot , wondering if anyone has any other ideas? Thanks for any ideas Steven Nothing else provides that mix of low volatility and the ability to cushion losses in a crisis. ...