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$9.2 Trillion in U.S. Treasury Debt Set to Mature This Year: What Retirees Need to Know

In 2025, an estimated $9.2 trillion in U.S. Treasury debt is set to mature, which is roughly a third of all outstanding marketable debt. With over half of it coming due in the first half of the year, this unprecedented rollover volume carries significant implications for financial markets and everyday investors. For retirees and fixed-income […]

What is Tax Deferral with Annuities?

Tax deferral with annuities is one of the key benefits offered by annuity contracts, allowing investors to grow their investments without immediately paying taxes on the earnings. This can be a powerful tool for long-term financial planning, especially for retirement. The concept of tax deferral helps investors accumulate wealth faster because the interest, dividends, or […]

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