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Recent Retirement Articles
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What Happens to an Annuity if the Stock Market Crashes?
in Annuity on February 2, 2023Nobody can ever predict what the stock market will do in the future. If you...Read More -
What Happens if Your Life Insurance Company Goes Under?
in Financial Education on January 25, 2023Millions of people depend upon annuities and life insurance for financial protection. For many years,...Read More -
What’s the Cost of an Annuity? (How Annuity Pricing is Determined)
in Annuity on January 19, 2023You might be considering an annuity as part of your retirement strategy. The benefits of...Read More -
Questions to Ask Your Financial Advisor About Retirement (2023 Update)
in Retirement Planning on January 12, 2023As you near retirement, it’s important to talk to your financial advisor about retirement. After...Read More -
SECURE Act 2.0 – Key Provisions and How They Affect Retirement
in Retirement Education on January 12, 2023The SECURE Act 2.0 is now law. In December 2022, Congress passed and President Biden...Read More -
403(b) Distribution Rules – How They Work
in 403(b) on January 4, 2023Are you counting on a 403(b) plan to help you in retirement? It helps to...Read More -
Safe Money: A Guide to Growing Your Money Safely in 2022
in Retirement Planning on December 22, 2022There are many safe money sources out there, but not all of them are created...Read More -
Roth Deferral: What Is It and How Can It Benefit You in Retirement?
in Retirement Planning on December 14, 2022Are you worried about taxes in retirement? You may want to explore Roth deferral as...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.
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