by am-admin | Apr 18, 2022 | Annuity Returns, Fixed Index Annuities, Retirement Plans
Retirement Annuities will shelter you against such draconian tax laws. Thank goodness for Annuities. The Biden Administration is considering bringing back an old tax law that will tax unrealized gains in your investments. This means money gained through a 401(k) or...
by am-admin | Mar 8, 2022 | Fixed Index Annuities, Lifetime Income, Retirement Plans
A Retirement Annuity can help those over 80 Retirement annuities are not usuallyoffered for those beyond age 80. But even those beyond age 80 are still good candidates for annuities for many reasons. I have several clients who fall into that age group. ...
by am-admin | Apr 5, 2021 | Lifetime Income, Retirement Plans, Social Security
What are the warning signs of elder financial abuse? Elder abuse is an action against someone 60 or older that harms the person mentally, physically, emotionally, or financially. Physical and mental abuse seem to occur most often. At the...
by am-admin | Feb 28, 2021 | Retirement Plans, Social Security
What is the status of Social Security and my retirement? In 1930 the average lifespan of a man was 58 and for women was 62. In the beginning, the age at which citizens could begin to withdraw Social Security was 65. So what did this mean? It meant the government was...
by am-admin | Jan 15, 2021 | Annuity Returns, Lifetime Income, Retirement Plans
Annuities are like having insurance on your retirement savings Annuities are a powerful tool for seniors as a way to lock down retirement principal and create a guaranteed lifetime source of income. Additionally, annuities can provide long term care benefits and death...
by am-admin | Nov 19, 2020 | Retirement Plans, Social Security
The CARES Act provides IRS relief to millions of Americans Congress jumped into action in March with the CARES Act to provide financial relief for Americans displaced by the nationwide COVID-19 shutdowns that lasted through April, and continue to linger today. A...
