Kotak plans to raise $2 bn for new private credit fund amid growing demand
The fund will offer a range of financing options including acquisition funding, equity-backed loans, and annuity assets that ...
Kotak targets $2 billion for new private credit fund
The fund will offer a range of financing options including acquisition funding, equity-backed loans, and annuity assets that ...
Passive Income: The New Retirement Plan?
Relying solely on accumulated savings is no longer a viable strategy. Instead investors must build diversified income streams ...
CNN6d
What is an immediate annuity?
Instead of paying regular premiums to an insurer that makes a lump-sum payment upon your death, with an annuity you give the insurer a lump sum of cash in return for regular income payments until ...
Morningstar6d
What’s Your Retirement Income Style?
Ponying up for a fixed annuity on Day One of retirement—or ... enhance their comfort with sourcing at least some of their cash flow needs from a total return portfolio. On the other hand ...
National Association of Plan Advisors13d
How to Combat the Dreaded ‘A’ Word to Increase In-Plan Annuity Adoption
It’s the dreaded “A” word — despite the benefits they offer, retirement plan participants just don’t like annuities, or at least how they’re labeled.