My Summer Break…and how Annuities give you Eternal Summers
Yes, annuities really can provide you the lifestyle you’ve always dreamed of.
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Consider these 7 Things Before you Decide to Sell Annuity Payments
Before you decide to sell annuity payments, it’s vital to consider these 7 things before you decide to sell annuity payments. This guide helps you understand seven key factors: discount rates, hidden fees, comparing offers, tax implications, your future financial needs, legal requirements, and consulting a trusted advisor. Summary Need help choosing the best annuity
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Annuity vs Mutual Fund: Key Differences and Similarities
Investors often face a choice between annuities and mutual funds, particularly in retirement planning. This article explores annuity vs mutual fund key differences and similarities, covering aspects such as fees, returns, liquidity, and tax implications to help you make an informed decision. Summary Need help choosing the best annuity for your unique situation? Have questions
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Replacing Your Annuity Contract is not Always a Good Thing…
Don;t let an advisor “churn” your account by selling you an annuity to replace an old one that may be just as good.
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An Inside Look at Annuity Participation Rates and Cap Rates
When choosing an annuity, understanding participation rates and cap rates is crucial. Participation rates determine the percentage of index gains credited to your annuity, while cap rates limit the maximum returns. In this article, we’ll take an inside look at annuity participation rates and cap rates and their impact on your investment returns. Summary Need
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How an Alternative Retirement Plan Can Differ from State to State
Retirement planning isn’t the same everywhere in the U.S. due to varying state laws and regulations. These differences impact the types of plans you can access, the tax benefits you might receive, and the employer contributions available. This article will dive into how an alternative retirement plan can differ from state to state and what
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Don’t Buy the Wrong Annuity!
Don’t let an advisor sell you the wrong annuity! In this episode, I talk about the kinds you should focus on.
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How Does an Indexed Annuity Differ from a Fixed Annuity?
How does an indexed annuity differ from a fixed annuity? The key difference is how they generate returns: indexed annuities offer growth linked to market performance, whereas fixed annuities provide guaranteed returns. In this article, we will break down these differences and explain what they mean for your retirement planning. Summary Need help choosing the
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Crucial Considerations for Buying a Joint and Survivor Annuity
Considering a joint and survivor annuity for you and your partner? It’s vital to understand the crucial considerations for buying a joint and survivor annuity before committing. These annuities offer lifetime income for both of you, ensuring financial stability even after one partner’s death We’ll explore essential factors like payment options, financial implications, and differences
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President Trump’s Social Security Tax Repeal Proposal
If President Trump is reelected, will he repeal Social Security taxes, and if so, should you wait to take your benefit?
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