What is Annuitization and How Does it Work? Annuitization is the distribution phase or “Pay-Out” phase of an annuity. Annuitizating
How Much Do I Need to Retire? If you are approaching retirement you’ve likely asked, “How much money do I
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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
How to Use a Compound Interest Calculator Compound (compounding) interest plays a very important role in financial planning. Our compound
What is my Full Retirement Age? To begin planning your Social Security withdrawal strategy you will need to know your
How Much Life Insurance Do I Need Estimator There is no way to determine exactly just how much life insurance
Understanding Premium Finance Insurance Regardless of what you may have heard or think about premium finance insurance, it doesn’t have
How Much Do Immediate Annuities Pay in 2021 A $100,000 Immediate Annuity would pay $449 monthly assuming you buy the
How Much Does a $500,000 Annuity Pay Per Month? A $500,000 annuity would pay you $2,396 per month if you
If you are a C-Corporation business owner and would like to better utilize your retained earnings this guide is for
Are Annuities a Good Investment for Retirement Today? You have likely made contributions into a 401(k) or an individual retirement
Sequence of returns risk is simply the risk of your retirement portfolio suffering negative market returns during the years just before or just after you retire.
Tax Deadline extended from April 15, 2021, to May 17, 2021