Basically, buying an annuity means making a commitment to set aside funds now, allow the funds to grow for a set period of time, to receive
Reducing your exposure to volatile markets and locking in some income guarantees may help you feel more confident about staying on track....
Spousal benefits can be complex, and decisions surrounding these benefits require careful thought and planning. It’s never too early to ....
Annuities can help build a more secure retirement. Watch the following video to learn more. Get a FREE annuity quote.
How Your Gains Could Be Swallowed Up by Taxes & Inflation. + Guaranteed Wealth Protection Strategies
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
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
High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv
It is essential that women seek professional guidance regarding wealth management that adapts to their changing lifestyles over time.
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
Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
