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Annuities = Greater Tax Efficiency in Retirement

Friday, September 13, 2019 | Leave a comment

As an annuity owner, you take comfort in knowing that you have planned for an uninterrupted lifelong retirement income stream. Working alongside other income sources from your nest egg, it will pay out, like clockwork, to fund the retirement you have always imagined. But have you considered whether your income streams are as “efficient” asContinue Reading…

Estimated reading time: 14 minute(s)

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Don’t Let Annuity Myths Fool You

Wednesday, July 31, 2019 | Leave a comment

Before you add an annuity to your income strategy, it’s prudent to understand what an annuity does and what it doesn’t do. Essentially, annuities are insurance contracts. They are built to pay lifelong streams of fixed income, protect money from market losses, or offer tax-deferred money growth. Indeed, billions of dollars sit in these contracts. A large part of that isContinue Reading…

Estimated reading time: 18 minute(s)

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Are You One of 76% ???

Tuesday, June 11, 2019 | Leave a comment

June is National Annuity Awareness Month. Were you aware that the, NHP Foundation reports 62 percent of baby boomers think Social Security will provide more than half of their income during retirement. In reality, the benefits will replace around 40 percent of their income.¹ This shortfall has a big impact on the 76 percent of pre-retireesContinue Reading…

Estimated reading time: 4 minute(s)

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America Needs A Financial Wake Up Call

Friday, March 22, 2019 | Leave a comment

Here’s Why America Needs a Financial Wake-Up Call If consumer studies give any indication, America needs a financial wake-up call. A lack of consumer financial awareness is taking a toll nationwide, as InvestmentNews covers in a recent story. And the effects of what the advisory news publisher calls a “financial literacy crisis” are significant. Almost two-thirds of people shows signs of lowContinue Reading…

Estimated reading time: 15 minute(s)

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