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Recent Retirement Articles
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Guaranteed Retirement Income Beyond Annuities: Financial Boom or Bust?
in Annuity on June 22, 2022The idea of dependable, ongoing lifetime payments in retirement is appealing to many people. For...Read More -
Fixed Index Annuity Riders — What You Should Know About Them
in Fixed Index Annuity on June 15, 2022When using an annuity for retirement income security, there are many questions that need to...Read More -
Backdoor Roth Conversion: What It Is and How to Do One
in Retirement Planning on June 2, 2022You might have heard of a backdoor Roth conversion before, but what exactly is it?...Read More -
The Rule of 120 – What Should You Know About It for Retirement?
in Retirement Planning on May 25, 2022The Rule of 120 is a long-standing rule of thumb for financial asset diversification. Retirement...Read More -
How to Find a Good Retirement Income Planner
in Retirement Planning Education on May 19, 2022There are many kinds of financial professionals that are available today. With no shortage to...Read More -
Wealth Protection: What You Can Do to Preserve Your Family Assets
in Retirement Education on May 10, 2022We all have spent most of our working lives hearing advice to save and plan...Read More -
How Mortality Credits Make Annuities Work
in Annuity on May 4, 2022If you want to maximize your retirement income, then it’s good to know how mortality...Read More -
How Do Interest Rates Affect Annuities?
in Annuity on April 27, 2022Interest rates affect annuities in sometimes strikingly different ways. The interest rate that most annuity...Read More
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Essential Topics
Annuity THE 5 TYPES OF ANNUITIES: What they do, how they work and why you may need one in your portfolio.
Guaranteed Lifetime IncomeANNUITIES ARE THE ONLY WAY TO GUARANTEE LIFETIME INCOME: Understand the differences and buy the right annuity.
Life Insurance UNDERSTAND THE BASICS: What you have and what you may need. TERM OR PERM?
Required Minimum Distribution When do you have to start these IRS mandated minimum withdrawals and what are the penalties for not making them?
Retirement Planning FIRST STEPS TO RETIREMENT PLANNING: How to plan and how to stay retired.
Estate Planning UNDERSTAND THE BASICS: One of the most significant factors that you should consider when designing an estate plan is TAXES.
Safe Money Alternatives Are you worried about how much of your money is at risk? Learn about some alternatives for your hard-earned dollars.
Annuity Alert! Not all annuities are created equal. Nor is everyone offering them always forthcoming in how they market and promote them.
Independent Wealth Planners Found Here
