Retirement and Annuity Advisor Jennifer LangApr 22, 20202 min readIs a SEP-IRA Right for Your Business?A SEP can be established by sole proprietors, partnerships, and corporations, including S corporations. If you're like many small business
Retirement and Annuity Advisor Jennifer LangApr 21, 20202 min readA Look at DiversificationAncient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several dif
Retirement and Annuity Advisor Jennifer LangApr 4, 20207 min readCollege Funding: Four Ways to Save for CollegeIUL vs 529 Plans | 1. Don’t Do Anything Strangely, this is a form of savings. Here’s why: If you don’t save....
Retirement and Annuity Advisor Jennifer LangMar 4, 20202 min readLeverage IUL Insurance for Retirement | Alternatives to the Stock MarketOne type of IUL insurance product is designed to offer growth and income potential. This type of robust solution may be most attractive to
Retirement and Annuity Advisor Jennifer LangFeb 27, 20203 min readWhat If I'm Not 59 and 1/2 Years Old?The sky is falling! ......Okay maybe not, but the Coronavirus is looking like the sort of unexpected, black swan event that scrambles all...
Retirement and Annuity Advisor Jennifer LangFeb 19, 20206 min readFederal Employee Retirement Planning | What You Need to Know About the Thrift Savings PlanWhile many private-sector workers build their nest eggs through 401(k) plans, federal employees and members of the uniformed services have
Retirement and Annuity Advisor Jennifer LangJan 25, 20203 min readHow To Shield Up To 25% Of Your 401k or IRA From RMDsComing off your year-end scramble to make sure your RMDs were done in time? If so, start the new year off right - shield up to 25% of your
Retirement and Annuity Advisor Jennifer LangDec 30, 20195 min read4 Questions to Ask Your Financial Advisor At Your Annual ReviewAs the end of the year approaches, now is an excellent time for you to schedule a meeting with your financial advisor. An annual review of
Retirement and Annuity Advisor Jennifer LangDec 30, 20194 min read2020 IRS Contribution Limits for Retirement PlansIt's here. The IRS has posted the new income and contribution limits for all types of retirement plans and accounts for 2020. The IRS also