Blog

Using two funding methods lets an annuity holder receive dependable income now and simultaneously save for future needs as principle rebuild

While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.

If you’ve built up a large balance in 401(k)s, rollover IRAs and other tax-deferred accounts it's possible to manage how much of you are tax

Tax-protected retirement savings accounts, such as IRAs or 401(k) plans, can be directly rolled over into an annuity tax-free as long as you

Did you know that more than $11.2 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including $4.6 trillion

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as invest

Retirees underestimate the cost of long-term care and overestimate the public funding that is available.

It is essential that women seek professional guidance regarding wealth management that adapts to their changing lifestyles over time.

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

One tool to consider as part of an overall college saving strategy is a fixed or fixed indexed annuity. A significant benefit of these produ

Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare

Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

Medicare and Medicaid are both health insurance programs administered by the government, there are differences in covered services and cost-