Caitlyn McGonigal

Oct 2, 2023 | annuity.org | Caitlyn McGonigal |Jennifer Schell |Emily Miller

Three of Annuity.org’s top financial experts will present a webinar entitled “Finance Fundamentals for Medical Professionals” to faculty members at the Yale School of Medicine. The presentation will take place on Oct. 25, 2023 and is hosted by Yale School of Medicine’s Minority Organization for Retention & Expansion (MORE).

Aug 22, 2023 | annuity.org | Caitlyn McGonigal |Terry Turner |Savannah Pittle

Written By Terry TurnerTerry TurnerSenior Financial Writer and Financial Wellness Facilitator Edited BySavannah PittleSavannah PittleSenior Financial EditorPublished: August 19, 20234 min read timeThis page features 8 Cited Research ArticlesHigher interest rates and an aging population looking for security in retirement have set annuity sales on track for a record sales year. And forecasters predict annuities will retain their newfound popularity with consumers until at least 2027.

Jun 13, 2023 | annuity.org | Peggy James |Caitlyn McGonigal |Michael Santiago

Written By Peggy James, CPAPeggy James, CPACertified Public AccountantPeggy James is a certified public accountant with a Master of Accounting. She has spent the past several years of her career focused on working in higher education finance roles. Peggy also has accounting and finance experience working in the corporate and nonprofit sectors.

Jun 13, 2023 | annuity.org | Caitlyn McGonigal |Christian Simmons

Written By Christian SimmonsChristian SimmonsFinancial WriterChristian Simmons is a financial writer who has worked professionally as a journalist since 2016. As an active member of the Association for Financial Counseling & Planning (AFCPE), Christian prides himself on his ability to break down complex financial topics in ways that Annuity.org readers can easily understand.

Apr 7, 2023 | retireguide.com | Caitlyn McGonigal |Lindsey Crossmier |Lamia Chowdhury

The SECURE 2.0 Act, enacted on Dec. 29, 2022, made changes to the required minimum distributions (RMDs) for your retirement accounts. An RMD determines the age you must start withdrawing money from your accounts, as well as the amount that should be withdrawn. One noteworthy update was the RMD age being pushed yet again, which allows accountholders to take further advantage of tax-deferred benefits. The last time the age increased was in 2019, due to the original SECURE act.