Who Can Still Stretch an Inherited IRA?
5 Eligible Beneficiaries who may still be eligible to “stretch” an inherited IRA.
What is a Self-Directed IRA and is it a Good Idea?
What is a Self Directed IRA? Is it a Good Idea for Retirement Savings? What Is a Self-Directed IRA? A Self Directed IRA is a type Individual Retirement Account (IRA) that allows you to invest in a really wide variety of alternative investments. Traditional IRAs require that you invest in traditional asset classes, mainly stocks, […]
6-Step Retirement Planning Checklist to Get the Ball Rolling
Retirement Planning Checklist: 6 Bite Size Steps Before you start your next big chapter of retirement, help make sure you are financially on track for the golden years you want. Like many important to-do’s, breaking them down into a retirement planning checklist can make the exercise much easier to tackle. Plus, your sense of accomplishment […]
Guaranteed Retirement Income: Cover Your Wants Not Just Your Needs
How Much Guaranteed Retirement Income do You Need? Many retirees want more covered than just their essential needs, and that means they should be rethinking how much guaranteed income they need for a comfortable retirement. Everybody needs a steady retirement paycheck to cover the basics: shelter, clothing, food, transportation and healthcare. But what about wants […]
How to Use a Long Term Care Annuity
A long-term care annuity is a type of fixed annuity that combines safe, tax-deferred growth with additional LTC benefits.
Fixed Index Annuities vs Bonds
Index Annuity vs. Bond Comparison using 5000 Monte Carlo Simulations.
