The eurozone's post-COVID recovery is set to be slower and more painful than China's.
The trends of rising global bond yields and interest rate volatility are likely to continue in fixed income markets.
Today’s global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital, and managing the everpresent sting of taxes and expenses in trust–owned portfolios. Did you know that trusts can benefit from the same features that individuals find in annuities? Namely, tax deferral,* income control, and diversified investment options. On the next few pages, we’re going to walk through three phases of trust planning (accumulation, distribution, and post-death planning) and show the many ways that a trust-owned annuity can be a powerful planning tool.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.