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Articles By Bill Broich

Bill Broich is a well-known annuity expert with over 30 years of experience. He has written hundreds of articles on annuities and other financial topics, and has been a featured commentator on TV, Radio and the Internet.

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The Richer You Are, The Older You Will Be

March 6, 2022

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A terrific article in the Wall Street Journal based on research by economist Barry Bosworth at the Brookings Institution crunched the numbers and found that the richer you are, the. . .

Annuities Dirty Little Secret Number 2: Great Products or Great Rip Offs?

January 9, 2024

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The origin of annuities can be traced to the founding of the United States of America. The first recorded use of annuities was by the Presbyterian Church who used. . .

1031 Exchanges and Tax Benefits

September 15, 2021

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What if there was a way for you to bypass those taxes and move investment real estate without tax exposure? A Section 1031 Real Estate Exchange can do just. . .

Securing Returns From Fixed Term Annuities

September 7, 2021

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Profitable assets which offer fixed term annuities are a popular vehicle for investments. Faced with a volatile economy, one needs to think not only about securing your future with investments,. . .

Why you should consider a Solo 401k if you are Self Employed

June 7, 2021

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Investment choices made today can dramatically shape your financial outlook in the future.Be sure to educate yourself in all aspects and options of your 401k plan, and meet with. . .

Do I Need Dividends in My Retirement Portfolio?

November 20, 2020

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Can you depend on company dividends for your retirement income? The definition of a dividend is payments made by a corporation or organization such as a mutual life insurance. . .

Know Your Annuity Contract: Nursing Home Waiver

June 7, 2019

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Almost all newer annuity contracts have a provision in them to allow access to all or most of your funds without penalty in the event of a need for a. . .

Use A Safe for Your Important Money

April 9, 2019

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My friend John has a special item in his life, John has a safe. This isn’t any ordinary safe; it is a special safe that John keeps his important money. . .

Robo Advisors And The Loss Of Customer Service

March 21, 2019

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The financial industry is re-training their customer base to accept robo-advisors as actual customer service. What is the cost to consumers?. . .

Billions In Fees Translates to Billions In Lower Retirement Income

January 9, 2024

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Be cautious of fees subtracted from your retirement funds, you could be the loser at retirement time. With the recent volatility in the stock markets worldwide, concern over the future. . .

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