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.
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William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, tested hundreds of portfolios to create a standard portfolio withdrawal rate that would survive. . .
“Both an annuity and a bond can assure you of a steady income when you retire. But these two instruments have some important differences. So it’s crucial to know exactly. . .
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“Since the pandemic was first declared, over 2 million older workers have exited the workforce for good. But, unfortunately, this is not always by choice.”- John Ripley Forced early retirement. . .
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“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” While inheriting an annuity from a loved one can. . .
“Annuities are among the most misunderstood retirement and income products on the market. Even some agents who sell annuities don’t truly understand them or their power to transform your retirement.”. . .
“There is a massive disconnect between how much money people think they’ll need in retirement and their actual expenses once they no longer work.” Steve Kerby Retirement marketing tends to. . .
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Animals can help us understand how the market dictates movement, up or down. “I have a million dollars in the stock market because if I lose a million dollars, I. . .
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You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to answer the two most common questions his clients asked him. Those questions were:. . .
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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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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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