About Joe Uppleger

As host of Safe Money Radio Show and a National Presenter, Joe has enjoyed helping people all across the nation protect their retirement money. Website: ffpal.retirevillage.com

Office: (866) 436-0133 | Safe Future Financial LLC

What Should You Do If You Inherit An Annuity?

"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 one can be a welcome windfall, particularly as you plan your retirement, there are tax implications that you need to consider. The method of receiving [...]

By |2021-06-04T17:52:34+00:00June 4th, 2021|Annuities, Investing, Retirement Planning|

How Can A Hybrid Annuity Help You Plan For Long Term Care

If you are over 50, your financial advisor, agent, or CPA has probably mentioned the need for some protection against the potentially disastrous costs of long-term care. Knowing that retirees face increasing costs for long-term care and live longer than ever, your advisor may have suggested you purchase traditional long-term care (LTC) insurance policy. However, [...]