Designate A Beneficiary And Lower Probate Expense

What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can significantly benefit both you and your heirs in the future. Annuities, along with other financial contracts such as 401(k), life insurance policies, and IRA’s, comprise [...]

By |2020-04-13T20:21:47+00:00December 16th, 2018|Estate Planning|

Is There An Ideal Age To Purchase An Annuity?

Modern annuities originally had a singular purpose: converting lump sums of money into income streams that would either last for a lifetime or some predetermined period. They were designed with retirees in mind, particularly those who needed a dependable income source to augment Social Security or other capital such as pensions or 401 (K) plans. [...]

By |2020-04-17T16:20:48+00:00November 13th, 2018|Annuities|