Category: Retirement


How can I plan for retirement?

It’s never too early to think about retirement and how to plan for it.  The biggest key is to sit down and ask yourself “where would I like to see myself financially during retirement and what kind of plans do I have?”  Below are a few steps that can help.  Set a goal.  Analyze your […]

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Are Annuities Well Advised Inside Retirement Accounts?

Similar to retirement accounts like IRAs and 401(k)s, Congress provides tax preference to deferred annuities to encourage their use. This tax treatment is simply a benefit that is otherwise granted to the owner of an annuity. With similarities in tax treatment between retirement accounts and annuities, there’s a long-standing rule of thumb for coordinating  the two: “Never purchase an annuity inside […]

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