Shawn Plummer, CRPC

I'm a Chartered Retirement Planning Counselor. I've sold annuities and insurance for more than a decade. My former role was training financial advisors, including for a Fortune Global 500 insurance company. I've been featured in Time Magazine, Yahoo! Finance, MSN, SmartAsset, Entrepreneur, Bloomberg, The Simple Dollar, U.S. News and World Report, and Women's Health Magazine. My goal is to help you take the guesswork out of retirement planning or find the best insurance coverage at the cheapest rates for you.

SIMPLE IRA Calculator For Retirement

SIMPLE IRA Retirement Calculator To determine how much income your SIMPLE IRA will pay you now or in the future, use this payout calculator to get accurate annual amounts updated in real-time. How This SIMPLE IRA Payout Calculator Works This calculator uses annuities with guaranteed lifetime withdrawal benefits to calculate how much monthly income you…

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Annuity Vs. 401(k)

Comprehensive Comparison of 401(k) Plans and Annuities 401(k) Plan Overview A 401(k) plan is an employer-sponsored retirement savings plan that offers significant tax advantages. Contributions are often made pre-tax, reducing your taxable income for the year. Investment options typically include a variety of mutual funds, stocks, and bonds, allowing for a diversified portfolio. Employers often…

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Medicare Does Not Cover Long-Term Care

Medicare Covers Short-Term Care Not Long-Term Care Medicare’s Limited Coverage Medicare, a federal health insurance program for individuals 65 and older and certain younger individuals with disabilities, provides essential health coverage but has significant limitations. It does not cover long-term care, also known as custodial care. This care involves assistance with daily living activities such…

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A Guide to Accidental Life Insurance

What is Accidental Life Insurance? Accidental life insurance, often referred to as accidental death insurance, is a type of insurance policy that provides a payout to your beneficiaries if you die as a result of an accident. Unlike traditional life insurance, this policy is specific to accidental causes and does not cover death from natural…

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How to Find Old Retirement Accounts

General Strategies For All Types Of Retirement Accounts Gather Your Old Employment Information Start by compiling a list of all your previous employers where you might have set up a retirement account. Include the company name, any company that took over the business, your employment dates, and contact information if you have it. This information…

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A Guide to Variable Insurance Products

Understanding all your options is crucial when planning for financial security. This guide covers variable insurance products such as variable annuities, registered index-linked annuities (RILAs), indexed annuities, variable life insurance, and indexed universal life insurance. These products offer growth opportunities and stability and play a vital role in financial planning. Types Of Variable Annuities Variable…

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