Latest
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Three Options for Retirees With an Old (Forgotten) Annuity
Did you buy an annuity in the 2000s? If it’s been out of sight and out of mind since then, it's time to dust it off and start making it pay for your retirement.
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The Key to Choosing the Right Annuity: Do Your Homework
Here are some of the pros and cons of annuities, along with an explanation of the different types. Which might work for you?
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Four Questions That Keep Most Pre-Retirees Awake at Night
retirement If you worry about when you can retire, whether you'll have enough money, whether the money you do have will last… Well, you are not alone.
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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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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.
