Jim Fish, Author at Annuity.com

About Jim Fish

For over fifteen years, Jim has been assisting clients with their tax, financial, and estate planning goals. He works closely with individuals and families during various stages in life to understand their goals, and provides tailor made solutions. Jim is known by his clients and friends to be detail orientated with a focus on providing outstanding personal service. Website: pierfinancialgroup.com

Office: (909) 477-1686 | Pier Financial Group

Articles by Jim Fish

Should Government Employees Consider Purchasing Private Life Insurance?

March 17, 2022/in Retirement Planning/by Jim Fish

“For many government employees, government life insurance may work well. However, there may be some shortcomings that make it worth looking into alternatives.”-Jim Fish. If you’ve been a federal employee for any time, you know that FEGLI (Federal Employees’ Group Life Insurance) benefits government workers. FEGLI is also one of the most extensive employer-provided insurance […]

Will Roth Conversions Go Away Under “Build Back Better”?

December 13, 2021/in Retirement Planning/by Jim Fish

“Will proposed changes to Roth IRA accounts impact the middle class or only the “uber-wealthy?”- Jim Fish One of the most contentious features of President Biden’s “Build Back Better” legislation is a proposal designed to prevent ultra-wealthy individuals and couples from taking advantage of Roth IRA loopholes. As you probably know, the government introduced […]

Get More Retirement Confidence By Adding An Annuity To Your Portfolio

October 28, 2021/in Annuities, Retirement Planning/by Jim Fish

“Modern retirement, with its volatility and unpredictability, requires the use of multiple retirement income tools including annuities.” Jim Fish Adjusting to life without regular paychecks is challenging and stressful for many retirees. Maintaining even a modest lifestyle and addressing rising medical costs requires foresight, planning, and strategic execution. Modern retirement, with its volatility and unpredictability, […]

What Are Some Advantages Of Rolling A 401(k) Into An Annuity?

August 6, 2021/in Annuities, Retirement Planning/by Jim Fish

“Annuities provide guaranteed, predictable sources of income. But do pre-retirees with money in 401ks need to add them to their portfolios?”- Jim Fish Annuities have some undeniable advantages over other financial instruments. For one thing, annuities make retirement planning more accessible by creating a guaranteed source of predictable income that lasts a lifetime. Annuities also protect […]

Why Federal And State Employees Have A Hard Time Understanding Their Benefits.

July 7, 2021/in Retirement Planning/by Jim Fish

“Nearly all benefits programs are rife with confusing terminology, deadlines, and endless hoops. This is especially true for private-sector employees who face a bewildering array of options and a dearth of good information.” Jim Fish It’s been said that simplicity is the ultimate expression of elegance. If this is the case, the world of employee […]