Why working with an annuity specialist can enhance your retirement income plan

Why working with an annuity specialist can enhance your retirement income plan

If you’re wondering why working with an annuity specialist can enhance your retirement income plan, you’ve come to the right place. Unlike stocks or bonds, annuities can guarantee a long-lasting income stream, regardless of what is happening in the market, or even in the economy overall. But there is a wide variety of annuities in …

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How to retire happy and use caution when entering the retirement red zone

#001 – How To Retire Happy And Use Caution When Entering The Retirement Red Zone

JANUARY 14, 2020  With approximately 10,000 Baby Boomers turning 65 each and every day in the U.S., many people are directly in the middle of their retirement red zone, hoping to retire happy, but not entirely sure how to do so. Unfortunately, for most investors, the only financial strategy that they’ve used to prepare …

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How to bring in ample cash flow – even in a low interest rate environment

For many years, retirees could count on a steady “paycheck” from their employer-provided pension plan, along with monthly income from Social Security. Additional income could be generated through personal savings and investments. But, given our low-interest-rate environment today, coupled with a highly volatile stock market, the disappearance of employer-sponsored pensions, and a shaky Social Security …

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How much of your savings should you put in an annuity?

How much of your savings should you put in an annuity?

While most retirees hope to maximize their incoming cash flow in the future, how much of your savings should you put in an annuity – a vehicle that can provide you with a secure, ongoing retirement income for life? The answer to that is, it depends.

How to Coordinate Social Security with Annuity Income

How to coordinate social security with annuity income. Why earning “too much” in retirement could put less money in your pocket!

Can you really coordinate Social Security with annuity income to reduce – or even eliminate – tax on your benefits. Yep! But only if you do it properly. Generating as much income as possible in retirement can allow you to more easily pay your ongoing living expenses, as well as to travel or take part …

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