A Guide to the 59 1/2 Rule & Exceptions for IRA Withdrawals
The 59 1/2 rule states that withdrawals from an IRA prior to age 59.5 are subject to a 10% penalty tax.
The 59 1/2 rule states that withdrawals from an IRA prior to age 59.5 are subject to a 10% penalty tax.
How Much Do I Need to Retire at 60? Are you approaching your 60th birthday with a nagging question on your mind – can I retire
There are eight states without a state income tax, 13 states that do not tax retirement income, and 37 states that don’t tax social security.
An IRA Annuity is a conservative investment that allows you to grow your retirement nest egg in a safe and secure way while providing tax deferral.
Summary of SECURE 2.0 Act Changes You Want to Know As we begin 2023, the SECURE 2.0 Act is set to become one of the most
A Charitable gift annuity (CGA) is a contractual agreement between a donor and a charity in which the donor makes a single gift to the charity in exchange for guaranteed lifetime payments.
Annuitization is the process of converting a lump sum into an income stream guaranteed for life or a certain number of years (payments begin immediately).
How Much Do I Need to Retire? According to Fidelity Investment’s Retirement Mindset Study, only 18% of Americans have a comprehensive written retirement plan. In this
An extensive directory of all major financial services industry organizations, including addresses, phone numbers, websites, and NID numbers.
Learn how to retire like a millionaire with $500,000 utilizing an annuity strategy as a portion of your retirement income portfolio.
Journey Guide: A Holistic Retirement Planning Calculator If our Retirement Planning Calculator was a car the JourneyGuide would be a Porsche 911 GT2. Most financial planners
Calculating Compounding Interest Use our compound interest calculator to estimate how your savings will grow over time through compound interest. Enter your initial investment amount, rate
What is my Full Retirement Age? To begin planning your Social Security withdrawal strategy you will need to know your Full Retirement Age (FRA). “Full retirement
How Much Life Insurance Do I Need Estimator There is no way to determine exactly just how much life insurance you need but there are a
Understanding Premium Finance Insurance Regardless of what you may have heard or think about premium finance insurance, it doesn’t have to be complicated and scary. The
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Annuities are distributed by My Annuity Store, Inc. Guarantees are subject to the claims-paying ability of the insurer. My Annuity Store, Inc. is a licensed fixed annuity producer and does not advise clients on the purchase of non-fixed annuity products. The information presented here is not intended to be a recommendation to purchase a fixed annuity, fixed index annuity, immediate annuity, longevity annuity, Qualified Longevity Annuity Contract, long-term care annuity, or any other investment or insurance product.
The contract features described may not be current and may not apply in the state in which you reside. Insurance companies often issue contracts that are ‘state-specific’. Insurance companies also change their products and information often and without notice. Annuities are subject to the terms and conditions of the specific contract issued by the insurer, are not FDIC or NCUA insured, are not bank guaranteed, may lose value, and are not a deposit.
Please call (855) 583-1104 if you have any questions or concerns. The information presented here is not a representation regarding the suitability of any concept or product(s) for an individual and is not intended to be tax or legal advice. You should always consult your own financial planning, tax, and legal advisors to determine if a fixed annuity, fixed index annuity, immediate annuity, longevity annuity, or Qualified Longevity Annuity Contract is suitable for your financial situation. Kiara Caudill California License: 4109080.
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