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 …
In an article for Producers Web, Christopher P. Hill listed “10 reasons annuities make sense in a retirement plan.” Retirees are looking for a plan that allows them to spend their money and enjoy retirement but also protects them outliving that money. While annuities are …
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