Annuity & Insurance Agency
Exclusive articles, tips, and strategies on how to prepare for and enhance retirement planning.
Are you retired and wondering how much tax you will have to pay on your retirement income? Are you wondering if you should wait to retire until you reach a certain age to avoid paying taxes on your retirement savings? Then, check out our handy retirement income tax calculator! This tool will help you know …
Do you want to save for retirement? A 401a retirement plan might be the right option for you. This account has many benefits, including tax breaks and employer contributions. This guide will teach you everything you need about 401a retirement plans. We will discuss these accounts, how they work, and the pros and cons of …
Many people are wondering how they can retire next year at age 72 with only $800,000. While it may seem impossible to some, it can be done if you follow these simple steps! This guide will cover the basics of retirement planning and show you how to make the most of your money. So, whether …
Here’s How To Retire Next Year at Age 72 with Only $800,000 Read More »
When you leave a job, you have a few options for what to do with your 401(k) account. You can take the money out and spend it, keep it in your old 401(k) account, or roll over the money into an annuity. This last option is often the best choice for people looking for retirement …
Do you have an annuity that you are no longer using? If so, you may wonder if you can roll it over into an IRA. This is an excellent option for many people, and in this guide, we will discuss the process. Can you roll over an annuity into an IRA? It is possible to …
There are a lot of questions people have about their finances. One question that comes up a lot is whether or not you can roll an annuity into a 401(k). The answer to this question is: it depends. This guide will explore what happens when you try to roll an annuity into a 401(k) and …
It can be difficult to get long-term care insurance if you don’t pass the medical exam. However, there are a few ways that you can get guaranteed coverage, regardless of your health status. This guide will discuss how to get guaranteed long-term care insurance and what to look for when shopping for a policy. Long-Term …
Get Guaranteed Long-Term Insurance Regardless Of The Medical Exam Read More »
A Roth 401(k) is a retirement plan that has been gaining popularity in recent years. This plan offers significant benefits that could save you thousands of dollars in taxes during retirement. This guide will discuss a Roth 401(k), how it works, and the pros and cons of using this type of plan for your retirement …
Roth 401(k): The Retirement Plan That Could Save You Thousands Read More »
Where can I put my money to earn the most interest? Are you looking for the best interest rates today to grow your savings? If so, you have come to the right place! This guide will compare rates from Certificates of Deposit (CDs), Money Market accounts, Savings Accounts, and Annuity Rates. We will also discuss …
Compare Today’s Best Interest Rates To Grow Your Savings (Up To 5.70% APY) Read More »
When it comes time to start withdrawing money from your retirement accounts, it’s essential to know the rules. There are many different options available to retirees when it comes to withdrawing money, and each has its own rules and regulations. In this guide, we will discuss the most common methods for withdrawing money from retirement …