Why You Should Leave Your Heirs Life Insurance Or Annuities

Why You Should Consider Leaving Your Heirs Life Insurance or Annuities (Instead of Your Qualified Plan Money) If you've been thinking about creating a legacy for your loved ones, you may believe that leaving them money from your IRA or 401(k) is the best option. You may have also looked into trusts as a way to [...]

By |2020-07-08T18:23:33+00:00July 8th, 2020|Annuities|

Will Your Family Be Affected By The Secure Act

The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new ways to siphon more money out of middle-class taxpayers' pockets, there is no shortage of great ideas on Capitol Hill. Take the clumsily-titled Setting Every Community Up for Retirement Act (SECURE Act), for example. The SECURE Act, which became [...]

By |2020-04-15T01:08:35+00:00January 7th, 2020|Retirement Planning|

Why Buy An IRA When An Annuity Is Better?

An annuity can provide many benefits an IRA can not The Federal Budget needs money, and spending will not go down, the deficit will increase. The federal government must find more sources of revenue through taxation. Should those saving for retirement choose an IRA? If you carefully examine the benefits of an IRA and the [...]

By |2020-04-15T01:07:49+00:00December 17th, 2018|Annuities, Retirement Planning|