Sunday, May 6, 2018
We've all heard the warnings and are well aware that we should save more for retirement. And as a new year approaches, it’s a good time to resolve to take concrete steps to do just that.
Uncle Sam wants you to save for retirement so much that the federal government has created a ... READ MORE >>
Thursday, April 26, 2018Before we review the benefits of cash value life insurance, let’s start with a brief introduction. Cash value life insurance DEFINITION: a permanent life insurance policy that provides a death benefit that also has an account that accumulates cash value. READ MORE >>
Saturday, April 14, 2018Annuities and mutual funds are common investment choices for retirement money, and many consumers view them as nearly identical. But the two are extremely different. Neither annuities nor mutual funds is appropriate for every investor, and careful consideration must be taken before contributing retirement money to one of these types of accounts. READ MORE >>
Saturday, April 7, 2018Get tax-free growth potential, tax-free withdrawals, no required distributions, and more. Do you want to help lower your taxes and increase your retirement savings? A Roth IRA, with its tax-free growth potential and tax-free withdrawals for you and your heirs, is a way you may be able to do just that (as long as certain requirements are met). READ MORE >>
Saturday, March 31, 2018 Many investors are familiar with immediate annuities, which pay monthly income for life as soon as they are purchased. Deferred annuities also pay for life but don't start paying for a set number of years – and are more generous because of the delay. READ MORE >>
Saturday, March 24, 2018Having a source of tax-free retirement income can help you minimize your state and federal income taxes. by: Wendy Connick Most people think retirement will be less complicated than working life, but there's one aspect of being a retiree that's likely to be more complicated: your income taxes. READ MORE >>
Saturday, March 17, 2018 The federal tax cuts in the new tax law may start showing up in your paycheck as early as this month. by Jeanne Sahadi Many workers could see a bump in their take-home pay as employers start using the new IRS income tax withholding tables. READ MORE >>
Friday, March 2, 2018 IRA vs. 401(k) – What’s the Difference? So you’re planning for retirement and feeling unsure about which product is the best vehicle to get you there. These days, few people have access to “defined benefit” plans like the pensions that may have guaranteed your grandparents a certain payout from retirement through the rest of their lives. READ MORE >>
Saturday, February 24, 2018Fixed annuity sales have bright prospects in the next five years, due in large part to anticipated strength in sales of income annuities and fixed index annuities, according to researcher Joseph E. Montminy. READ MORE >>
Sunday, February 18, 2018"Tax-free retirement" has a nice ring to it. If, like two-thirds of Americans, you are unsure you've saved enough for your out years, it's especially nice to know that Uncle Sam won't be pinching a slice of your meager pie. READ MORE >>
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