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Don’t Automatically Annuitize an Annuity – Shop Around First
Kiplinger via Yahoo Finance· 11 months agoIf you cash in and surrender your annuity, you’ll pay income tax on the gain all in one year, and...
Laddering Fixed-Rate Annuities Offers Rates That Beat Bank CDs, Plus Flexibility
Kiplinger via Yahoo Finance· 4 months agoWith today’s low interest rates, it takes planning to create sufficient retirement income without...
How Fixed Deferred Annuities Can Complete Your Retirement Income Strategy
Kiplinger via Yahoo Finance· 10 months agoMost fixed annuities are designed to provide safety and secure your assets and income for...
Ask an Advisor: Should I Get an Annuity Now, or Wait for Better Rates?
SmartAsset via Yahoo Finance· 6 months agoAs a certified financial planner, I get a lot of questions about annuities. A QLAC, or a qualified...
Using a Fixed Annuity for Fixed Income
Kiplinger via Yahoo Finance· 4 months agoLast year was a tough year for fixed income investors. Interest on CDs is taxable, plus you lock into a low interest rate today, just when yields may be...
Is an Annuity a Good Investment?
SmartAsset via Yahoo Finance· 3 months agoAnnuities are popular financial products that often guarantee income throughout the course of your retirement. Note that those who sell annuities often...
How to Pick an Indexed Annuity
Kiplinger via Yahoo Finance· 2 years agoFixed indexed annuities made up nearly 57% of total annuity sales in 2019, and they’re hot in 2020. Indexed annuities credit interest based on the growth...
This Often-Overlooked Way to Fund Your Roth IRA Has Many Advantages
Kiplinger via Yahoo Finance· 1 year agoA Roth IRA is a uniquely powerful retirement savings tool, because you won’t pay taxes on the money...
How a Cash Refund Annuity Works
SmartAsset via Yahoo Finance· 6 months agoAnnuities are a valuable tool for retirement income. A cash refund annuity addresses this issue by making sure that the estate breaks even on the amount...
It’s IRA Season – Ensure Your Assets Are Optimally Invested
Kiplinger via Yahoo Finance· 4 months agoWhen you’re making your final contributions for 2021, think hard about how to invest them. IRA...
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