“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. . .
“A “joint and survivor” annuity may provide greater peace of mind for couples over 65. You will need to do some research before you purchase, however.” Joe Edgeworth As you. . .
Does a Charitable Gift Annuity make sense for you? A Charitable Gift Annuity may be an option if you have big dreams and a big heart but a shrinking pocketbook. . .
“Many self-employed and career women are concerned about their retirement plans. However, there appears to be a profound disconnect between concern and action.” Eric Hutter For many women, traditional notions. . .
Many retirees understand they should be protecting a portion of their retirement nest-egg from losses due to market volatility. But what other factors exist that can cause your account value. . .
“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.” To say the economy has. . .
“The term fiduciary is getting a lot of press lately. But do retirees and those about to retire genuinely understand what it means? Andrew Winnett For a long time, many. . .
“A lot of people know exactly how much they have saved for retirement, but many don’t know if and how that money will be taxed.” Eric Hutter Our economy is. . .
“Although the “time value” of money is a somewhat intuitive idea, many people fail to take it into account when planning their retirements.” The time value of money or TVM. . .
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