Latest articles by Ken Nuss
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Inheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax Benefits
retirement There are a few different ways beneficiaries of annuities can claim their inheritance. One you might not have heard of is called an "annuity stretch." It gives non-spouse beneficiaries a way to receive income and defer taxes.
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Should You Buy an Annuity for Your Grandchild?
retirement There are plenty of ways to leave a legacy, but a deferred income annuity is one creative option that offers guaranteed payments and tax advantages.
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A New Year's Checkup for Financial Success in 2020 and Beyond
retirement Now that a new decade has started, get motivated to make it the best ever for your finances by taking a few practical steps.
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7% on a Fixed Annuity? Don't Believe It.
annuities Ads touting 7% guarantees are misleading, though not quite false. Real rates around the 4% range are attractive enough.
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You Need an Asset Allocation Plan Even More in a Bull Market
retirement It's tempting to overinvest in stocks today, but everyone needs some safe ballast. For part of your safe-money portion, fixed annuities offer guarantees, higher rates and tax deferral.
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When Used Correctly, Deferred Annuities Deliver Powerful Tax Advantages
retirement To take full advantage, pick the right type of annuity and take care to set up your beneficiaries correctly.
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Why Annuities Could Be an Especially Good Deal for Women
retirement Ensuring a secure retirement, with a lifetime of dependable income, comes with many challenges for women. But there is a way they can create their own pensions.
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Annuity Exchanges, Full or Partial, Boost Flexibility without Creating Taxes
retirement 1035 exchanges let you trade up for a better annuity or trade in unneeded life insurance.
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