Annuity Gator Blog

Is your retirement income plan in place?

Is your retirement income plan in place? If not, you could run out of money in the future

In the past, many people went through life without having to worry about their future retirement income plan. That’s because, in many cases, retirees could count on a guaranteed pension income from their former employer – and oftentimes, this income stream continued to pay income to a surviving spouse when the retiree passed away. But …

Is your retirement income plan in place? If not, you could run out of money in the future View Post →

Should You Have an Annuity in Your IRA?

Should you have an annuity in your IRA? How to make the most of your retirement income

While many people love the lifetime income feature of annuities, there are other reasons why purchasing an annuity can make sense – starting with the tax-deferred growth that is allowed to take place in the account. But is it wise to include an annuity in your IRA account? Maybe… In addition to providing lifetime guaranteed …

Should you have an annuity in your IRA? How to make the most of your retirement income View Post →

Are you paying too much for your future retirement income?

Are you paying too much for your future retirement income? You are if you’re using this strategy!

When it comes to advisor compensation, what exactly do investors end up getting for their money…. and how much of their future retirement income must they ultimately give up? Typically, fiduciary financial advisors use their objective expertise for determining the proper allocation of clients’ assets, as well as for identifying promising and cost-effective investment opportunities. …

Are you paying too much for your future retirement income? You are if you’re using this strategy! View Post →

An alternative to low return income producing investments

An alternative to low return income producing investments

If you’ve followed the “traditional” financial planning route, it is likely that as the years go by, your advisor has shifted your portfolio from riskier, growth-oriented investments to “safer,” conservative options. Unfortunately, though, as a “tradeoff” for keeping your assets safe, you oftentimes have to give up the opportunity for attaining a higher return. Take, …

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