Retirement and Annuity Advisor Jennifer LangNov 29, 20211 min readNeed a Way to Manage Risk and Inflation in Your Retirement Portfolio?Would It Be A Great Benefit To Never Lose Money Ever Again? If you own an IRA or 401(k), you absolutely need to look at the importance of ha
Retirement and Annuity Advisor Jennifer LangSep 14, 20212 min readConcerned about rising taxes? Here are 3 things to think about.Taxes are constantly changing. Consider diversification strategies to help you reduce tax risk now and in the future, protect your income,
Retirement and Annuity Advisor Jennifer LangJun 6, 20211 min readHow to Avoid Paying Taxes on an Inherited AnnuityWhile you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.
Retirement and Annuity Advisor Jennifer LangMay 5, 20211 min readHow To Reduce Social Security Taxes In RetirementCombining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.
Retirement and Annuity Advisor Jennifer LangMay 1, 20211 min readWhat is an Annuity Illustration?The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it
Retirement and Annuity Advisor Jennifer LangMar 6, 20212 min readHow to Appeal Your Property TaxesBetween 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,
Retirement and Annuity Advisor Jennifer LangMar 6, 20213 min readFive Most Overlooked Tax DeductionsAmericans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five
Retirement and Annuity Advisor Jennifer LangDec 30, 20196 min readHave These Financial Conversations During the HolidaysAh, the holidays… an annual time of food, fellowship, and fun with family, friends, and loved ones. Everyone returns home and catches up on