500% Return on an Annuity???
In this episode I talk about the likelihood of your FIA earning outrageous returns. See more in this post I made earlier: https://johnstevenson.com/annuity-returns/
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IUL vs Annuity: What Are the Major Differences?
Choosing between an Indexed Universal Life (IUL) insurance, also known as indexed universal life insurance, and an annuity can be time-consuming, and even difficult to understand. But in this article, we will go over the differences, and see what each one has to offer for your retirement planning. Summary Need help choosing the best annuity
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Inflation Protected Annuities… Do They Exist?
Inflation can erode the value of your retirement savings over time. This raises a critical question: Inflation protected annuities, do they exist? Yes, they do. These annuities adjust your payouts according to inflation, helping to maintain your purchasing power as costs rise. In this article, we’ll explore how they work, their pros and cons, and
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What are the Safest Ways to grow YOUR Wealth?
In this episode I go over the safest ways to grow your wealth in retirement. Check out my blog post here to learn more: https://johnstevenson.com/growing-your-retirement-wealth/
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Cash Refund Annuity… How Does It Work?
Are you curious about how a cash refund annuity works? Simply put, this type of annuity converts a lump sum into regular payments for the rest of your life. If you die with funds remaining, the balance is paid out to your beneficiaries. Our deep dive into cash refund annuity’s workings will give you the
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Can You Roll an Annuity Into an IRA?
Can you roll an annuity into an IRA? Yes, in several cases, you can. The process depends on the type of annuity and the specific IRA you’re dealing with. This article will walk you through the conditions under which you can perform such a rollover, the tax implications, and the steps involved in the transition.
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A BIG Retirement Mistake Retirees Make!
What is the biggest mistake retirees make? Listen on to learn more! Check out this article that will help you learn more about what mistakes to avoid in retirement: https://johnstevenson.com/1-biggest-retirement-mistake/
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4 Best Ways to Protect Your Wealth from a Stock Market Crash
Are you concerned about a stock market crash eroding your hard-earned wealth? This article explains the best ways to protect your wealth from a stock market crash. This guide will cover effective strategies, such as diversification, annuities, and cash equivalents, to help you maintain financial stability during market downturns. Summary Short on time? Here’s a
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The Best Retirement Strategies
In 2024, effective retirement planning is crucial for financial peace of mind. This guide focuses on the best retirement strategies in 2024, from making savvy 401(k) choices to deciding on the right IRA and smartly incorporating annuities. We’ll help you navigate these decisions with ease, while also spotlighting the significance of healthcare savings. Prepare to
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5 Signs your Annuity Advisor is Bad…
Many annuity advisors sell annuities that are not the best for their clients for a variety of reasons. John talks about what to look out for and how to decipher between the good and the bad ones.
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