Often, annuities and trusts are the best way to save for retirement and leave a legacy for your loved ones. However, when combined into what’s known as an annuity trust, they can provide powerful ...
Retirement income planning can be an exciting journey, and annuity laddering is a simple concept that most agents can understand and share with ease. It's not a complicated idea at all — once it’s ...
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Are annuities really as useful as advertised?
A new study titled “How Much Do People Value Annuities and Their Added Features?” from the Center for Retirement Research at Boston College finds that while just 12% of investors with assets of more ...
Retirements are longer and less predictable. The traditional “guaranteed income” foundation is gone. Enter, lifetime income.
Saving for retirement is a common financial concern for many of us, particularly in today?s challenging economy. With so much uncertainty surrounding the future of health care and other programs, it ...
A vast majority of workers say that employers have a responsibility to help them achieve guaranteed income in retirement, and many think annuities are the way to do it, according to a new survey from ...
Dollar-cost averaging makes it easy to invest consistently -- and helps you avoid overpaying. Tax-advantaged retirement accounts can save you a fortune in taxes. Index funds are low-cost, simple, ...
None of the above are true for Lauren Perraut and her husband, Dylan. Lauren is only 32 years old, and while she earns ...
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