Latest
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The Tax Rules to Consider Before Buying an Annuity
Annuities can play a valuable role in your retirement plan — as long as the tax implications have been properly factored in. Here's an outline of the key rules.
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How Are Annuity Withdrawals Taxed?
annuities Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.
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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 to Create a Retirement Plan That Checks All Your Boxes
You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives.
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Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
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With Fixed Indexed Annuities, Zero Is Your Hero
Fixed indexed annuities are retirement tools that can offer potential growth as well as principal protection by limiting market risk. Here's how they work.
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Fixed Index Annuities as Retirement Tools: Pros and Cons
With so many fixed index annuity products available, each with its own contract terms and varying rates, it's crucial to invest in an FIA that fits your retirement plan.
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Five Things About Annuities That May Surprise You
They're more varied, flexible and cost-effective than most people think, so don't let their complexity scare you off.
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Five Ways to Lower Your Risk in Retirement
If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your principal.
