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January 28, 2019

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These common mistakes can have a devastating effect on the beneficiary of the life insurance and can cause unnecessary and undue harm. Approaching the purchase of the life insurance policy. . .
January 28, 2019

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You have probably heard the term 401k before, but you may be unsure about how a 401k can benefit you. If this is the case, don’t worry, you are not. . .
January 28, 2019

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Annuities are contracts with written contractual provisions which include benefits paid to a named beneficiary. In the event of the annuitant (a person) dies, the proceeds from an annuity are. . .
January 28, 2019

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Who should inherit your IRA or 401(k)? Your annuity? See that they do. Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k), life. . .

January 25, 2019

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Learn the rules to avoid a tax mistake when you roll over your Individual Retirement Account Individual Retirement Account (IRA) rollover is a tax-free distribution from one retirement account to. . .

January 25, 2019

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Naming a beneficiary on an annuity can help lower probate expenses Annuities are contracts between an individual and an insurance company. Annuity contracts allow for the owner of the annuity. . .

January 24, 2019

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What happens when your money dies before you? What are your options? When it comes to living a long life, most of us are of two minds. Part of us. . .

January 23, 2019

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Annuity Calculators Offer Access to Numerous Scenarios Deciding how best to use your available retirement funds can be a big decision – for many people it becomes the most significant. . .

January 23, 2019

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Is the Financial Crisis and Market Volatility Affecting Your Sleep? Financial volatility and the ongoing crisis Have most Americans been exposed to the stock markets volatility?  It has caused many. . .

January 23, 2019

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Learn How a 403(b) Can Expand Your Retirement Options A 403(b) plan, also known as a Tax Sheltered Annuity (TSA), is a retirement plan for employees of public schools and. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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