Articles By Lyle Boss

Lyle Boss, a well-known asset protection educator, has helped thousands of seniors navigate their financial retirement options.  With individuals retiring earlier and living longer, retirement income is a significant area of concern for maturing Americans.  His clients include government employees, teachers, physicians, farmers, and business executives, to name a few.  Not one of his clients has lost money in a market downturn.
August 22, 2022

/ Presented By

/ Edited By

There are a number of different choices you can make when setting up your income annuity. These choices will determine how much money you receive each month, how much you. . .
June 22, 2022

/ Presented By

/ Edited By

Most investors only consider the risk to their principal, which is why they favor Certificates of Deposit over non-FDIC insured investments for their most protected assets. The risk of lost. . .

June 22, 2022

/ Presented By

/ Edited By

I am continually mystified about how some professionals look at allocating retirement funds. In 1994, a system was created that became the industry standard regarding how to blend bond and. . .

May 9, 2022

/ Presented By

/ Edited By

“Changing expectations of inflation may have your advisor recommending TIPS. But you should know they don’t work like conventional bonds and may carry more risk.” Lyle Boss What exactly are. . .

May 3, 2022

/ Presented By

/ Edited By

Laddering is a strategy that spreads out the maturities of different fixed-income vehicles. Laddering is often used to invest in certificates of deposit and bonds but can also be an. . .

March 9, 2022

/ Presented By

/ Edited By

“If you want to create a lifetime income stream from your fixed index annuity you can either take a lump sum payment or turn it into a series of payments. . .

February 26, 2022

/ Presented By

/ Edited By

“It’s fantastic if you inherit an annuity, but you need to understand the tax implications and how to make them more favorable.” –Lyle Boss You cannot escape taxes if you. . .

January 9, 2022

/ Presented By

/ Edited By

For centuries gold has been an asset that many have used as their basis for wealth. Ownership of gold also means you own a direct relationship to volatility. No other. . .

September 11, 2021

/ Presented By

/ Edited By

When people think about saving and investing money, they first ask: “What should I invest my money in?”   To answer that question, the following questions should be answered:. . .

August 16, 2021

/ Presented By

/ Edited By

Social Security is a great program, but knowing when and how to claim your benefits can determine how much you collect. Here are seven potential problems you need to consider. . .

View The Best Annuity Rates Available Now

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.

Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.

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.

Protect Your Retirement

Our 20th edition of The Safe Money Guide, the standard of the industry.

Guaranteed Income
For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.