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 […]
Cash Refund Annuity… How Does It Work? Read More »
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.
Can You Roll an Annuity Into an IRA? Read More »
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/
A BIG Retirement Mistake Retirees Make! Read More »
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
4 Best Ways to Protect Your Wealth from a Stock Market Crash Read More »
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
The Best Retirement Strategies Read More »
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.
5 Signs your Annuity Advisor is Bad… Read More »
Is $1 million enough to retire right now? Inflation, healthcare, and lifestyle choices directly impact this vital question. In this article, we’ll analyze whether $1 million is enough to retire, take a look at how much a $1 million annuity would earn in lifetime guaranteed income and let you be the judge. Summary Need help
Is $1 Million Enough to Retire? Read More »
Are you wondering how much money you should invest in an index annuity? The answer depends primarily on how much income you need (or would like) in retirement. This article provides some helpful tips on what you need to consider when investing in an index annuity to help you determine what would be the right
How Much Money Should You Invest in an Index Annuity? Read More »
What fees are you paying? Thinking about an annuity but heard the huge fees they are charging? Well in this episode, John breaks it all down for you!
The Truth About Annuity Fees Read More »
If you are planning to retire in 2024, knowing how much you really need to retire is essential to achieving a satisfying retirement. This comprehensive guide outlines the critical components for building your retirement fund and pinpoints exactly how much you really need to retire in 2024. From lifestyle costs to health care and income
How Much Do You Really Need to Retire? Read More »
