June 2023

Annuities can be a valuable tool when planning for retirement, but navigating the complex world of annuity taxation can feel like traversing a labyrinth. In this article, you will learn about the tax implications surrounding qualified and non-qualified annuities, early withdrawal penalties, and tax-free alternatives. Summary If you’re short on time, here are some brief

If you’re planning for retirement, annuity payments can play a big role in shaping your long-term financial security. These payments offer a reliable income stream, often for life, giving you peace of mind when paychecks stop coming in.  Over 20 years, more than 1 in 4 adults over 50 will lose 75% or more of

Have you ever considered how to make your money work for you in the long term, especially after retirement? Annuities can be the answer to your financial planning needs, providing a steady stream of income to support your golden years. In this blog post, we’ll dive into the annuity formula, its applications, and the pros