What Is Direct Indexing? In a nutshell, direct indexing seeks to replicate an existing stock index, such as the S&P 500 or the Russell 3000, in a taxable account. Through a separately managed account, an invest
Cowrie shells were used as a form of money in China by 1200 BCE. Coinage was introduced in the first millennium BCE. King Croesus of Lydia, which is now Turkey, was one of the first to strike and circulate gold coins around 564 BCE. Hence the expression “rich as Croesus.”5 Coins we...
Multi-Year Guarantee Annuities are a popular annuity product among people who are looking for guaranteed returns instead of guaranteed retirement income. I hope I've answered your questions to your satisfaction. Please call us at 800-872-6684 if you have any other questions or would like to dis...
In this case, the Northern League’s strategy may seem to have a good rationale in considering the upcoming vote, by accusing the government of rising taxation and postponing retirement age. However, most Italians are bravely accepting responsibly those urgent measures since they are aware of the ...
Retirement and Social Security Income - Must continue for at least three years into the future to be considered. If it is tax free, it can be grossed up to an equivalent gross monthly figure. Multiply the net amount by 1.20%. Alimony and Child Support Income - Must be received for the ...