/ Presented By
/ Edited By
William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, tested hundreds of portfolios to create a standard portfolio withdrawal rate that would survive. . .
“Both an annuity and a bond can assure you of a steady income when you retire. But these two instruments have some important differences. So it’s crucial to know exactly. . .
/ Presented By
/ Edited By
“Since the pandemic was first declared, over 2 million older workers have exited the workforce for good. But, unfortunately, this is not always by choice.”- John Ripley Forced early retirement. . .
/ Presented By
/ Edited By
“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” Joe Uppleger While inheriting an annuity from a loved. . .
“Annuities are among the most misunderstood retirement and income products on the market. Even some agents who sell annuities don’t truly understand them or their power to transform your retirement.”. . .
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/ Edited By
“You spent a long time locating the perfect financial advisor. But, are you prepared for the day when that advisor can no longer assist you with your retirement portfolio?”- John. . .
“There is a massive disconnect between how much money people think they’ll need in retirement and their actual expenses once they no longer work.” Steve Kerby Retirement marketing tends to. . .
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