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      Running Out of Money in Retirement: What’s the Risk?

      Running out of money in retirement is a concern for many Americans. But does that fear match reality?
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        Breaking Down the Silicon Valley Bank Collapse: What Consumers Need To Know

        March 17, 2023
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  • Annuities
    • What Is an Annuity?
      • Types
      • Indexed Annuity
      • SPIA
      • Taxation
    • Purchasing an Annuity
      • Reasons to Buy an Annuity
      • Current Rates
      • Immediate Annuity Calculator
      • Companies & Providers
      • Beneficiaries
    • hand icon
      Purchase an Annuity Today
      Learn how an investment today can provide guaranteed income for life.
      Get My Free Quote
  • Structured Settlements
    • What Is a Structured Settlement?
      • How They Work?
      • Payout Options
      • Pre-Settlement Funding
      • Settlements for Minors
    • Sell My Structured Settlements
      • Getting Court Approval
      • Settlement Loans
      • Structured Settlement Calculator
    • icon money hand
      Interested In Selling Structured Settlement Payments?
      Turn your future payments into cash you can use right now.
      Get A Free Quote
  • Sell Your Payments
    • Selling My Payments
      • The Selling Process
      • Reasons to Sell
      • Selling for Retirement
      • Companies & Buyers
      • FAQs
    • Cash Out
      • Partial vs. Lump-Sum Sales
      • Withdrawing vs. Selling
      • Surrender Charges
      • Selling Lottery Payments
      • Selling Mortgage Notes
    • icon money
      Turn Future Payments into Cash Now
      Get started with a free estimate and see what your payments are worth today!
      Get A Free Quote
  • Personal Finance
    • Banking
      • Bonds
      • Certificate of Deposit (CD)
      • Types of CDs
      • High-Yield Savings Accounts
    • Investing
      • Dividend
      • How Do Stocks Work?
      • Exchange-Traded Funds (ETFs)
      • Mutual Funds
    • Taxes
      • Capital Gains Tax
      • Income Tax
      • Tax Brackets
      • Tax Deductions
    • Roadmap to financial wellness hero
      Your Roadmap to Financial Wellness
      A few simple steps used to be enough to control financial stress, but COVID and student loan debt are forcing people to take new routes to financial wellness.
      Read More
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      • IRA or 401(k) Rollover
      • The Four Percent Rule
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      • Terry Turner Headshot

        Annuity.org Launches Podcast: Exploring the Path to Financial Freedom

        March 24, 2023
      • From the experts Thomas Brock

        Breaking Down the Silicon Valley Bank Collapse: What Consumers Need To Know

        March 17, 2023
    • mail icon
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Home / News / From the Experts

From the Experts

  • From the experts Thomas Brock
    From the Experts

    Breaking Down the Silicon Valley Bank Collapse: What Consumers Need To Know

    What Happened with Silicon Valley Bank? On March 10, 2023, the Federal Deposit Insurance Corporation and the California Department of Financial Protection and Innovation…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA March 17, 2023
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    From the Experts

    Why You Should Revisit Your Tax Withholding in 2023

    Revisiting Your Withholding in 2023 Unless you are self-employed or receiving distributions from a trust fund, you are likely to be…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA February 7, 2023
  • From the experts Thomas Brock
    From the Experts

    Why You Might Receive a Smaller Income Tax Refund in 2023

    Oftentimes, receiving an income tax refund from the Internal Revenue Service (IRS) or other taxing body is a pleasant surprise. Unfortunately, the…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA January 30, 2023
  • Couple looking at papers and laptop
    From the Experts

    IRS Raises 401(k) and IRA Contribution Limits for 2023

    In November 2022, the Internal Revenue Service (IRS) announced inflation-induced changes to its contribution limits for 401(k) retirement plans and individual retirement…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA January 27, 2023
  • Couple looking at laptop
    From the Experts

    5 Ways Inflation Could Affect Your Tax Bill in 2023

    While you might dread filing your federal tax return, your 2022 return is likely to be favorably impacted by some significant, inflation-driven…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA January 26, 2023
  • From The Experts: Thomas J. Brock CFA, CPA
    From the Experts

    Simple Strategies That Help With Debt

    Prudent utilization of credit is a means to make purchases that may otherwise be unaffordable. For many people, debt financing is essential to…
    Thomas Brock, CFA, CPA, expert contributor to Annuity.org
    Thomas J. Brock, CFA®, CPA January 10, 2023
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    Financial Wellness

    Your Roadmap to Financial Wellness

    COVID, a changing workforce and student loan debt have changed the way Americans approach financial wellbeing, but you can still steer your future toward financial wellness.
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  • Retired man drinking his coffee

    Running Out of Money in Retirement: What’s the Risk?

    Running out of money in retirement is a concern for many Americans. But does that fear match reality?
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