According to a recent article from InsuranceNewsNet, inquiries about life-only guarantees on income annuities jumped to 26% compared to the previous year, at 22.4%. This is the third year in a row that significant increases in these inquiries were observed. Experts believe this is a …
You’ve worked hard your entire life to stash away your hard-earned money into 401(k)s and IRAs, and you’re finally ready to retire. First of all, congratulations! Now, it’s time to deal with your tax dilemma. Generally, you have to start taking required minimum distributions (RMD) …
One of the perks of purchasing an annuity is the ability to pass it down to heirs when the time comes. But with this feature comes significant tax implications that your beneficiary must deal with. The potential tax liability could climb as high as hundreds …
Even though the stock market is winding down another good year, there are still many reasons why many retirees are concerned about outliving their savings. The recent rise in interest rates have undermined bond prices, and with additional rises expected, it isn’t hard to understand …
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