Latest
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Annuities and Tax Planning Boost Retirement Income and More
Smart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.
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Have a Negative Perception of Annuities? Consider RILAs and FIAs
These annuities are tied to the performance of a market index and address concerns about high fees and complex structures.
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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
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How You Can Tackle Health Care Costs in Retirement
Doctor visits and medications are only part of the challenge of health care costs — there’s also long-term care planning. Here’s what you can do.
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How Annuities Can Help You Retire Early and Delay Social Security
Waiting until 70 to claim Social Security benefits can pay off, so how do you bridge the gap between giving up your paycheck and filing for benefits?
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Is Your Retirement Solution Hiding in Plain Sight?
Here’s how to use your home equity in combination with an annuity contract to produce late-in-life income.
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Three Ways to Delay Claiming Social Security Benefits
With Americans living longer these days, maximizing your Social Security is more important than ever. Here are some ways to make the most of your benefits.
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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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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.
