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Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.

Tax-protected retirement savings accounts, such as IRAs or 401(k) plans, can be directly rolled over into an annuity tax-free as long as you

One of the most common questions people ask about Social Security is when they should start taking benefits.

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current indivi

Retirees underestimate the cost of long-term care and overestimate the public funding that is available.

The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

There are two basic types of life insurance: Term life insurance provides affordable, basic life insurance protection for a specified perio

Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered

Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare

Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

Medicare and Medicaid are both health insurance programs administered by the government, there are differences in covered services and cost-

Many pre-retirees are frequently warned that Medicare will only cover a maximum of 100 days of nursing home care (provided certain condition

The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, they may be able to protect themselv