An annuity is an insurance product that can provide you with a stream of payments for a set period of time, typically after you retire. The payments are made either for a specific number of years or for the rest of your life.
Learn more about annuities from our financial advisors below.
“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. . .
Today, I walked into a coffee shop and saw a friend I hadn’t seen for years. We sat down with our coffees and started “catching up.” When he asked me. . .
Annuities offer many options for retirement income. Annuity contracts offer numerous options to receive your accumulated funds as retirement income. Most of these options can be for a specific period. . .
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. . .
I often wonder to myself, “why more people are not securing their retirement with a guaranteed income?” All of the aspects for a happy retirement are there – guaranteed income,. . .
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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.
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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.
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Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.
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