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Endowment policies: Risk cover and investment avenue - Economic Times

Endowment policies are the most popular of all insurance plans. They cover risk for a specified period, at the end of which the sum assured is paid back to the policyholder, along with the bonus accumulated during the term of the policy. In case of ...

How to make your annuity go further - This is Money

I am aged 74 and have a personal pension fund valued at £20,000. My pension provider says that when I reach 75 I will have to purchase an annuity . Is there any way to delay this? J.G. Rory Gravatt of financial adviser Tenet Group replies: Pension ...

Annuity Fine Print: Guarantees Aren?t Always Guaranteed - Wall Street Journal

For many years, variable annuities with guaranteed minimum returns had a bad reputation for being loaded with fees and traps. And besides, why pay anything for a guarantee against investment losses when stocks inevitably marched upward? Those ...

How much you'll need for a comfortable geezerhood - Austin American-Statesman

After you have achieved geezerhood, your personal fortune can be a small fraction of what a younger person needs, and you'll live just as well. There are two reasons for this: Social Security and what might be called the Old Mortality Trick. Let's ...

Retirees can live the good life for not much money - Dallas Morning News

Scott Burns is a syndicated columnist and a principal of the Plano-based investment firm AssetBuilder Inc. E-mail questions to scott@scottburns.com . It requires gobs of money to be a person of independent means when you are young. But age changes ...

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