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Consumers with a large IRA have a tax problem. If they don’t use it or leverage it, they will likely lose a significant portion to future ta

Retirement Planning News: BlackRock Is Adding Annuities to 401(k)s. Get your free annuity or group annuity quote today.

Taxes are constantly changing. Consider diversification strategies to help you reduce tax risk now and in the future, protect your income,

In light of recent market challenges that have impacted the diversified investment portfolios we manage for our clients, many have asked how

Even if you consider yourself a conservative investor, remember that stocks historically have provided higher long-term total returns than c

Add more certainty to your retirement savings with a fixed index annuity. Get an annuity quote today.

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.

If you’ve built up a large balance in 401(k)s, rollover IRAs and other tax-deferred accounts it's possible to manage how much of you are tax

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

Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

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

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as invest

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

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

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

One tool to consider as part of an overall college saving strategy is a fixed or fixed indexed annuity. A significant benefit of these produ