annuities
Americans Understand Neither Annuities Nor Social Security
Daniel de Visé analyzes data from two recent studies showing that Americans have poor literacy when it comes to annuities. Yet the author believes that an annuity, which is a series of fixed, predictable payments made at regular intervals over…
Can Annuities help with your Social Security strategy?
There are a myriad of options to consider when deciding to claim Social Security benefits. Eligibility spans eight years, from age 62 to 70. If you want to retire early and delay taking Social Security, how do you fill in…
401k Plan Changes in the Wind?
According to Bradenton Herald columnist Mike Doll, the House Ways and Means Tax Reform 2.0 may bring about some significant changes affecting retirement financial planning. From changes to 401k savings limits and disclosure changes affecting 401k plans to 529 plan changes and…