Waiting for Fixed Annuity Rates to Rise Doesn’t Pay
Keeping too much in cash puts you behind, and you may not catch up.
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Focus On Retirement Happiness To Make The Annuity Case
Everyone dreams of a retirement where they can live a long and happy life.
A Small Change To The Federal Tax Code Could Greatly Benefit Cash-Short Retirees With No Loss Of Tax Revenue
A small change in the Federal tax code would help them at no reduction in Federal tax revenues and would increase in revenues in some states.
Why It’s A New Day for Annuities in 401ks
Widespread hunkering down during the pandemic blunted some of the SECURE Act’s measures. In a post-vaccine reality, are annuities ready to strike?
Why Advisors are Recommending Annuities More and More
Data from 2020 is in and it is clear: annuities are increasingly popular among advisors, and we mean that in the strictest sense of “advisors”.
Who could be the beneficiary of your annuity?
In simple terms, an annuity is a contract usually with an insurance company, but who can be a beneficiary gets more complicated.
