Speak with a Registered Agent: 1-866-223-2121

Speak with a Registered Agent: 1-866-223-2121

Retirement Strategies: Annuity or IRA?

If you’re at all interested in saving for retirement, there’s a really good chance you’ve heard of both annuity products and IRAs. While they are two totally different tools, they have several commonalities. Both can generate income later in life and offer some potential tax …

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Retirement Strategies: I’ve Maxed Out My IRA Contributions

An IRA, or Individual Retirement Account, is a great option for saving for retirement, especially if you don’t have access to a 401(k) plan through your employer.  While these savings accounts offer big tax breaks, they have one major drawback: the annual contribution limit. In …

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There’s Still Time to Put Money Into an IRA for 2012

What would you say to someone in their late 40’s who had no retirement savings?  Are you one of those people?  While it is certainly not the best case scenario to have no retirement savings in your 40’s, starting now is better than never saving …

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Retirement Changes for 401k Plans & IRA’s

In the U.S. News & World Report article “401(k) and IRA Changes Coming in 2013,” Emily Brandon tells us that there are some changes coming to your retirement plans soon.  First of all, you will be able to defer taxes on $500 more that you …

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