The case for FIA’s with Income Riders versus a MYGA
Income Riders or MYGA…which is right for you?
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Common Types of Annuity Scams to Look Out For
Annuities provide income security but are also prone to scams. This article explains common types of annuity scams to look out for, such as misleading sales pitches, high-pressure tactics, and fraudulent advisors. Knowing these scams will help safeguard your financial future. Summary Need help choosing the best annuity for your unique situation? Have questions about
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Things to Consider When Choosing an Annuity Beneficiary
Choosing the right annuity beneficiary is crucial for ensuring your financial legacy supports your loved ones as intended. This article outlines 5 things to consider when choosing an annuity beneficiary, helping you make an informed and mindful decision in line with your financial goals. Summary Need help choosing the best annuity for your unique situation?
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In what instance would a SPIA be better than an FIA annuity with income rider?
SPIAs or income riders? Which one should you get? In this episode I talk and compare both options.
In what instance would a SPIA be better than an FIA annuity with income rider? Read More »
What is the Safest Annuity Company?
Are you searching for the safest annuity company? There are a lot of safe annuity providers to choose from. In this article, we’ll consider which annuity company is the safest one to work with and what to look for when choosing a safe annuity company. Summary Need help choosing the best annuity for your unique
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When Is an Annuity a Good Idea?
An annuity is a good idea if you want a guaranteed income stream in retirement or guaranteed rates of return as part of your portfolio. This article explains “when is an annuity a good idea” and why annuities make sense, covering different scenarios and types. Learn how to decide if an annuity aligns with your
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FIA par and caps – Explained and why they change
Par rates and cap rates can change over time and you need to know how and why.
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What Is a Flexible Annuity?
A flexible annuity allows incremental contributions to your retirement savings rather than a one-time payment. This means you can add funds as your financial situation permits. In this article, we will go into more detail on how a flexible annuity works. Summary Need help choosing the best annuity for your unique situation? Have questions about
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What Are Individual Retirement Annuity Contribution Limits?
In this article, we will answer the question “what are your individual retirement annuity contribution limits?”, explore related tax benefits, and make comparisons with other retirement accounts. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to speak with an annuity specialist. Watch
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Happiness and Freedom in Retirement
In this episode, I talk about your motivations and how you make decision regarding your retirement income.
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