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How to Purchase Annuities

Forbes recently published an article called  “How to Buy an Annuity” by John Egan. This article includes tips to begin and continue the journey towards purchasing an annuity. A lot of retirees who could benefit from investing in annuities typically steer clear of them, and …

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Annuities and Tax Benefits

Annuities are often overlooked as a tool to include in retirement savings strategies, mainly because of their complexity. It’s true that they aren’t right for everyone, but for those who can utilize them, there are some key benefits. The ability to grow your money on …

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Common Confusions About Annuities

In recent years, annuities have developed a fairly negative reputation, and while they aren’t for everyone, adding one to your retirement portfolio can be a really good idea. Unfortunately, there are many misconceptions about these financial products, keeping many potential buyers at bay, often times …

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Advice: Choosing a Lump-Sum, Monthly Pension, Or a Bit of Both

Traditionally, employees who took part in an employer-sponsored retirement plan, or pension, had just two choices when it came to disbursement: a lump-sum payout or a monthly pension/annuity. Recently, the Internal Revenue Service (IRS) and the Treasury Department helped create a third option, allowing retirees …

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