Retirement rule changes: 3 things Congress is considering
Legislators are discussing adding more retirement timeline flexibility and new savings features.
Insurance, Annuities, and Investments
Blog Listing
Taking cash off the table: Life insurance, annuity alternatives
When stock and bond markets get volatile, many investors look to move their money into less uncertain areas.
How to create an interest only retirement plan
A retirement funded by interest income alone needs sufficient savings and a plan to offset inflation.
When is the right time to buy an annuity?
It often depends on the goal you are trying to achieve.
Retirement needs vs. RMD rules — and the QLAC
When longevity concerns bump up against drawdown rules, look at this special contract provision.
Is there potential for market growth and guaranteed income? Yes
Some annuities offer a rider that can switch a market-growth focus to guaranteed income.
Annuities: Criticisms and rebuttals
Annuities are often disparaged by financial pundits. The criticism often misses the point.
Who did what with annuities? Take the quiz
Think annuities are kind of a dry subject? They actually pop up in history more often than you may think.
The retirement income crisis ... and what can be done about it
America’s retirement numbers aren’t adding up, but innovation and growing awareness may offer some relief.
Types of annuities and how they work
There are a variety of annuities that offer different payouts and benefits.
5 retirement risks and what to do about them
Recognizing these challenges ahead of time is the first step to mitigating them.
5 reasons why you may need an annuity
Various aims can be accomplished, depending on the type of annuity involved.
Useful annuity terms to know
Annuities come in many forms with many different provisions. Here are some useful terms.
3 ways to manage capital gains tax bites
Retirement accounts and deferred tax financial products are possible solutions.
Financial protection tactics as you near retirement
Protect your portfolio against a market downturn with diversification, asset allocation, or an annuity.
Annuities: Understanding surrender charges
Investors should know what they are, how they work, and why they’re there.
How one type of annuity can fit into a business owner's retirement
Why owners should look to deferred fixed annuities, not just the business, for retirement income.
Tax refund? Don't waste your financial windfall
Use found money to pay off debt, bolster savings, or fund retirement.
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