Retirement

January 28, 2020

Article

There's new options and capability for creating retirement income—a good thing because Social Security benefits may be skimpier in the future.

October 07, 2019

Article

1035 exchanges let you trade up for a better annuity or trade-in unneeded life insurance.

August 23, 2019

Article

One way to ensure you have enough money saved up after your career is over comes in the form of a deferred income annuity.

July 19, 2019

Article

Retirement often seems far off until one day it isn't. Help make planning easier by looking into the best type of annuity for you.

June 21, 2019

Article

Ads touting 8% guarantees are misleading, though not quite false. Real rates around 4% range are attractive enough and much more reliable.

May 31, 2019

Article

It’s tempting to overinvest in stocks today, but everyone needs some safe footing. For part of your safe-money portion, fixed annuities can offer guarantees, higher rates, and tax deferral.

March 22, 2019

Article

It's hard to look at guaranteed lifetime payments from a company pension plan and think that might not work for you. Yet in some cases that is the case, as every finical situation is unique. So, make sure to weigh all of your options before you decide between a pension or a lump sum IRA.

March 15, 2019

Article

Cash Balance plans can provide an alternative to your retirement savings plans for you and any employees in your practice. However, make sure your practice is the right fit for this plan before jumping in.

March 01, 2019

Article

Saving for your retirement can take many different forms and there are more ways than putting money away to turbocharge your 401(k) plan.

February 25, 2019

Article

Income annuities won't only provide a good nest egg for you and your family, they'll also help you leave a legacy behind for your family as well. Read on to find out how.