Understanding Your Way Around Tax-Smart Retirement: A Consumer’s Guide to RMDs and Beyond Let’s face it: Retirement planning is more than just stashing away money for a rainy day. If you’re savvy about it, your retirement funds can grow and benefit you in the tax department. Critical components like pre-tax retirement accounts—such as IRAs and […]
One of the most crucial things to understand in retirement is your risk tolerance. But what exactly is risk tolerance? It’s your ability to withstand investment losses without panicking and selling at the wrong time. Your risk tolerance might be high if you’re okay watching your investments dip in value occasionally, confident they’ll rebound. On […]
A Path to Philanthropy with Perennial Benefits If you are seeking a financial instrument that merges philanthropy with long-term investment, consider charitable gift annuities (CGAs). This form of charitable giving significantly impacts your chosen charitable organization and provides a range of benefits, from financial returns to tax advantages. A charitable gift annuity is an agreement […]
Is guaranteed lifetime income important to you? Fixed Indexed Annuities (FIAs) are a type of retirement investment that can offer guaranteed income and limit exposure to market risk. Let’s break down what this means in simple terms. First, let’s talk about what an annuity is. An annuity is a way to save money for retirement […]
Annuity Companies and how they invest. An annuity is a financial contract in which an insurance company agrees to make periodic payments to an individual, usually in exchange for a lump sum payment or a series of payments. The insurance company then invests the funds from annuity holders to generate income to pay out future […]
“Fixed index annuities have some benefits that may make them the perfect choice to help you ride the economy’s ups and downs with more confidence.” Bill Duggan To say the economy has been unpredictable lately is an epic understatement. There seems to be no place to safely park your savings that will give you some […]
“Medicare can be a very complex, confusing subject. Still, it is an essential component of your retirement. A basic grasp of Medicare will help you make better retirement and income decisions.”-Bill Duggan If you are nearing 65, you may be thinking about making the best choices concerning Medicare. Since it is a government program, you […]
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