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.
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A comprehensive guide explaining what happens during a recession and steps you can take to prepare.
The 59 1/2 rule applies a 10% penalty tax to withdrawals from an IRA or annuity before age 59 1/2.
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
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.
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 talked-about legislative measures affecting
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.
A lack of educational materials and access to annuity products have hindered the widespread adoption of these strategies in the United States.
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).
The Sentinel Security Personal Choice 5 Annuity is a 5 Year Fixed Annuity designed to be a high-yield retirement savings account.
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
Owner-Driven vs. Annuitant Driven Annuity Contracts An owner-driven contract terminates upon the death of the owner and the death benefit is paid directly to the designated beneficiary. An annuitant-driven contract terminates
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 and retirement planning calculators
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 of return, compounding frequency,
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 age” used to be