Retirement and Annuity Advisor Jennifer LangJun 5, 202110 min readThinking About Early Retirement?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
Retirement and Annuity Advisor Jennifer LangJun 5, 20211 min readCan I use the money from my 401(k) or IRA to purchase an annuity?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
Retirement and Annuity Advisor Jennifer LangFeb 23, 20213 min readAll Muni Bonds Are Not Created EqualBonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by
Retirement and Annuity Advisor Jennifer LangFeb 20, 20213 min readIs a SEP-IRA Right for Your Business?Is a SEP-IRA Right for Your Business? Not having a plan could be costing you. We have multiple ways to help businesses with 1 - 100
Retirement and Annuity Advisor Jennifer LangFeb 19, 20204 min readAnnuities Are Not For Investors, Annuities Are For Savers.Annuities offer guaranteed income peace of mind against loss. Something the stock market cannot do. Comparing annuities to stocks and mutual
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
Retirement and Annuity Advisor Jennifer LangDec 18, 20194 min readHow Much Income Will You Really Need for Retirement?Calculating how much income you will need for retirement isn’t necessarily an easy task. Your health expenses will probably increase, but yo
Retirement and Annuity Advisor Jennifer LangDec 13, 20195 min readCommon Factors Affecting Retirement IncomeWhen it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have