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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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Billions In Fees Translates to Billions In Lower Retirement Income

May 4, 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. . .

When is a Good Age to Consider Investing in An Annuity?

May 4, 2024

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Annuities are designed as long term vehicles to be used later in life — at least until age 59 ½. To make annuity owners focus on their use later in. . .

Top 4 Annuity Scams – Here’s What to Look For To Protect Yourself

May 4, 2024

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All annuity companies offer a “free-look” period where you may return the annuity for any reason and receive a full refund. Make certain you fully understand your rights and options. . .

Get Started with Basic Estate Planning

May 4, 2024

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Estate planning is really more about making decisions and being organized than it is anything else. Once you undertake the process decisions need to be made and once that is. . .

401(k) Aged Based In-Service Withdrawals Move to Safety

May 4, 2024

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Most 401 (k)s offer investment options such as mutual funds. Investment options in the mutual funds can be stocks or bonds or a combination of both. As we age, providing. . .

Retirement Planning: Common Investor Mistakes

May 4, 2024

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There is no magic bullet when it comes to retiring successfully. Hard work, meticulous planning, and years of dedicated wealth-building are the main ingredients needed to facilitate a prosperous, enjoyable. . .

Living Trusts: Frequently Asked Questions and Answers

May 4, 2024

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A living trust is an important tool in financial planning, and it is vital that you are fully informed about all of the details of this, and other legal documents.. . .

5 Reasons Annuities Will Become a Force for the Baby Boomer Generation

May 4, 2024

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We haven’t seen anything in the past like what is on the verge of happening with the annuity industry. The time will come when annuities will provide the very basis. . .

Use the Tax Advantage of Annuities in Your Retirement and Tax Planning

May 4, 2024

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Albert Einstein was quoted saying that tax deferral (compounding) is one of the greatest inventions of the modern world. Not only is tax liability deferred but by doing so but. . .

How Safe is Your Fixed Indexed Annuity?

May 4, 2024

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Each month, millions of dollars are being moved from stocks, bonds, mutual funds, variable annuities, ETFs, 401(k)s, and CDs into Fixed Indexed Annuities. Why? The number 1 reason is SAFETY.. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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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.