Insurance Claim: Old Age Retirement, Survivors Benefits

The Management of the National Social Security and Insurance Trust (NASSIT) is highly concerned about the large number of applications for Old age and/or Survivors’ benefits sitting in the Customer Service Center, which cannot be processed. An application for Old age or Survivors’ benefit cannot be processed because it is incomplete either due to insufficient [...]

Little-known retirement income strategy creates guaranteed lifetime income; increasing liquidity

Eye-opening Retirement study reveals retirement income strategy that ends retirees’ liquidity-guarantee trade-off dilemma (Springfield, Mass.) – A portfolio incorporating stocks, bonds, and incremental purchases of annuity income benefits over time – a process called retirement annuity laddering – produces more guaranteed lifetime income, develops more liquidity to address other retirement needs, and builds more long-term [...]

Keep Pension Funds Safe !

‘Having pension funds insure bonds seen as too risky’ ~ is the conclusion of Reuters recent analytical article by Joan Gralla: “NEW YORK (Reuters) – A proposal by California to use state pensions to back municipal bonds is drawing criticism from some other U.S. states and investors who prefer a private-sector solution and one that [...]

How Much to Invest In Annuities for Retirement?

There are no limits on the amount that you can invest in an annuity to ensure your comfortable retirement income. Annuities thus complement to 401(k) or an IRA,investments, which do have such limits. You can opt for a deferred or immediate annuity. In either case, how much to invest in annuities depends on 3 factors: [...]

Tips and Helpful Hints When Choosing a Beneficiary for an IRA and 401k

By Bill Broich Choosing a beneficiary for your retirement account is an extremely important decision. Often the decision is pre-empted if a you are married because specific rules are in place. Under normal situations, most married people will name their spouse as the beneficiary of their retirement accounts. If a situation were to exist where [...]

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