“It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we recently conducted. “It’s what you keep – after taxes!” Ed Slott has a. . .
It is very common when individuals explore retirement plan alternatives that they focus on the monthly payments they will receive when they start taking lifetime income. There are certain circumstances. . .
A recent report from the American College illustrates the lack of information and knowledge most Americans have when it comes to their financial lives. This can become a significant problem. . .
Let me share something with you that’s been bothering me for many years. I’ve been working in the financial services and insurance industry for 50 years, but this experience I. . .
If your Required Minimum Distribution is not managed properly you may be exposed to additional tax liability. Determined by the fair market value of qualified retirement accounts, a Required Minimum. . .
Journalist Jane Bryant Quinn wryly observed that “The shortest period lies between the minute you put some money away for a rainy day and the unexpected arrival of rain.” Most. . .
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“Only money left over after paying taxes can be spent. For the average person in the U.S., 34.5% of that sum goes to pay interest alone, to finance car purchases,. . .
Two of the benefits of Fixed Indexed Annuities I talk about daily in my practice are 1) their ability to protect retirement accounts from market volatility, and 2) protection from. . .
Many people have mixed feelings about retirement. They also don’t have the correct mindset of retirement because they are still employed. Some even dread retirement because they don’t have a. . .
Volatility in the stock market again is back, and it might be a warning shot. More people are waking up wondering could this be the Big Correction everybody’s been worried. . .
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