Retirement

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Retirement

Individual Retirement Accounts (IRAs)

An IRA is an account set up at a financial institution that allows an individual to save for retirement with tax-free growth or on a tax-deferred basis.

June 30, 2023

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Retirement

How Many Roth IRAs Can I Have?

There’s no limit to the number of Roth IRA accounts you can have, but your contributions must stay within the annual limit across all accounts.

June 30, 2023

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Retirement

Annuity vs. 401(k): Key Differences Compared

When comparing an annuity vs. 401(k)s the primary difference is a 401k is designed to accumulate savings and annuities generate lifetime income.

June 26, 2023

Retirement

The Power of 403(b) Plans: Building a Secure Retirement

A 403(b) plan is a retirement plan offered by public schools and certain tax-exemt charities. In general terms, it is a school teachers 401(k).

June 27, 2023

What happens during a recession featured immage of older African American male on a laptop in a Coffee Shop

Retirement

Understanding What Happens During a Recession: Effects and Strategies

A comprehensive guide explaining what happens during a recession and steps you can take to prepare.

June 30, 2023

Retirement

Are Interest Rates Going Up or Down?

It appears the trajectory of interest rates is heading downward entering the second half of 2023.

June 26, 2023

Retirement

What is the 59 1/2 Rule? Understanding IRA Withdrawals

The 59 1/2 rule applies a 10% penalty tax to withdrawals from an IRA or annuity before age 59 1/2.

June 30, 2023

Retirement

Can I Retire at 60 with $500K?

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 comfortably at 60 with

July 28, 2023

Retirement

States that Don’t Tax Retirement Income

There are 12 states that don’t tax retirement income at all. In 2023, 37 states don’t tax social security benefits and 14 states that don’t tax pensions.

July 28, 2023

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Retirement

What is an IRA Annuity? | Annuities vs. IRAs

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.

June 26, 2023

Retirement

Understanding the SECURE 2.0 Act of 2022: A Comprehensive Guide

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 talked-about legislative measures affecting

June 21, 2023

Retirement

Charitable Gift Annuities – The Definitive Guide in 2023

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.

March 22, 2023

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Annuities 101

6 Annuitization Payout Options & How They Work

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).

March 17, 2023

Retirement

How to Calculate How Much Money You Need to Retire

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 guide, we’ll walk you

January 7, 2023

Annuities 101

FINANCIAL SERVICES INDUSTRY ORGANIZATIONS

An extensive directory of all major financial services industry organizations, including addresses, phone numbers, websites, and NID numbers.

February 26, 2022

Client Reviews

Would give 6 stars if possible for the professional service I received from Kiara.She went above and beyond my expectations. Great to know that there still are businesses out there that still pride themselves on customer service.

It has been a complete pleasure to deal with Kiara on several occasions opening new annuities. She has a wonderful personality and most importantly has my best interests in mind. She makes sound and knowledgeable investments.

My experience working with My Annuity Store was always very positive. I was able to reach my representative easily and consistently. She was always able to answer my questions and provided clear direction on every step of the process. I am very happy with the outcome and would recommend My Annuity Store to anyone who may be considering an annuity.

Great experience! Excellent customer service!

I would highly recommend My Annuity Store and Kiara for your annuity investment needs. They are very helpful and knowledgeable.

These guys are awesome. As l was buying my annuity rates were going up so I cancelled 2 annuities Kiara had already completed and submitted applications for and bought a third annuity at a higher rate. They were more than happy to do whatever I wanted and always put my needs first. I highly recommend them.

I worked with Jason and Kiara setting up an annuity. They went over and above expectations. They got me the best deal and were very fast getting all the papers in order via 2 day ups. I will be working with them in the near future. Exellent service! Like

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Retirement

Individual Retirement Accounts (IRAs)

How Many Roth IRAs Can I Have?

Annuity vs. 401(k): Key Differences Compared

The Power of 403(b) Plans: Building a Secure Retirement

Understanding What Happens During a Recession: Effects and Strategies

Are Interest Rates Going Up or Down?

What is the 59 1/2 Rule? Understanding IRA Withdrawals

Can I Retire at 60 with $500K?

States that Don’t Tax Retirement Income

What is an IRA Annuity? | Annuities vs. IRAs

Understanding the SECURE 2.0 Act of 2022: A Comprehensive Guide

Charitable Gift Annuities – The Definitive Guide in 2023

6 Annuitization Payout Options & How They Work

How to Calculate How Much Money You Need to Retire

FINANCIAL SERVICES INDUSTRY ORGANIZATIONS

EquiTrust Life Insurance Company Ratings & Review

Individual Retirement Accounts (IRAs)

How Many Roth IRAs Can I Have?

Annuity Guides

Client Reviews

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