Latest
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For Longevity Protection, Consider a QLAC
A qualifying longevity annuity contract, or QLAC, can help you define a better retirement for yourself by providing guaranteed lifetime income.
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Annuities: 10 Things to Know
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
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A Challenging Retirement Plan Mission: Not Impossible
A reader makes a request that at first appears not achievable, but with some maneuvering of the retirement income plan building blocks, we find it can work.
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16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
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How a Fixed Index Annuity Can Manage Retirement Income Risks
Good retirement income planning involves adjusting to circumstances and evaluating innovative products. Consider an FIA to manage downside risk.
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Non-Qualified Annuities: Should Retirees Think Twice?
A twist many don’t see coming is that earnings from non-qualified annuities are taxed as ordinary income rather than at more favorable capital gains tax rates.
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Annuities: What They Are and How They Work
Annuities are a controversial product, but in some cases it makes sense to consider one as part of your retirement plan.
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Retirees: Worry Less About Markets, Long-Term Care and Taxes
Unexpected events can upset the best-laid retirement income plans. These 2024 retirement planning updates are designed to roll with the changes more easily.
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Is an Annuity Right for You? Here’s What You Should Know
Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.
