Does Your 401K Or IRA Need To Be Rescued

Because of the accumulation benefits of tax deferral, many individuals have successfully created substantial IRA or 401K accounts or other qualified plans.   It is not uncommon for these accounts to have amassed seven figures of total dollars. It is also usually the case that little attention has been focused on what will happen to [...]

By |2020-04-14T18:18:20+00:00October 7th, 2019|Taxes|

Variable Annuities | Tips to fully understanding variable annuities

If you are considering the purchase or if you already own a variable annuity make certain you fully understand how they work. Annuities can be a good decision and they can also be your worst nightmare. The difference depends on how the benefits of a variable annuity can benefit you Listed below are 10 things to fully understand before buying a variable annuity.

By |2020-04-12T23:50:20+00:00February 13th, 2019|Annuities|

Are Municipal Bonds Really Tax Free?

Are municipal bonds tax-free?  Might want to make sure. Municipal securities, also known as "munis," are bonds issued by governmental entities such as states, cities, counties, and other organizations. The bonds are sold to raise money for public interest projects such as schools, bridges, roads, and other municipal construction needs to benefit the public. Like [...]

By |2020-04-13T18:37:26+00:00February 2nd, 2019|Bonds|

Does Tax Deferred Growth Make Sense For You?

The definition of tax-deferred growth is this: An investment in which some or all taxes are paid at a future date, rather than in the year the investment produces income. When comparing tax-deferred accounts with annual taxable accounts, several factors need to be considered: · How soon will the funds be needed? · Are these [...]

By |2020-04-13T20:24:21+00:00March 16th, 2018|401(k) Rollovers, Retirement Planning|