Investment Read Time: 2 min How to Conquer the World - 5 Financial Strategies for Savvy Related Content Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets. Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities. Understanding the SECURE Act 2.0 A timeline covering a few of the major provisions of the SECURE Act 2.0.