Biden’s “Boring” Taxes Reveal Massive Cash Position, Astounding Interest
Those looking for a shock in the presidential taxes need to dig a little deeper below the surface this year. Millions of retirees would love that rate
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Often-Overlooked Way to Fund Your Roth IRA Has Many Advantages
A Roth annuity can create tax-free lifetime income during retirement or reduce your risk while saving for retirement.
Annuities: Your Bridge To Social Security
Too many Americans don’t have enough money saved for retirement.
Waiting for Fixed Annuity Rates to Rise Doesn’t Pay
Keeping too much in cash puts you behind, and you may not catch up.
Focus On Retirement Happiness To Make The Annuity Case
Everyone dreams of a retirement where they can live a long and happy life.
A Small Change To The Federal Tax Code Could Greatly Benefit Cash-Short Retirees With No Loss Of Tax Revenue
A small change in the Federal tax code would help them at no reduction in Federal tax revenues and would increase in revenues in some states.
Why It’s A New Day for Annuities in 401ks
Widespread hunkering down during the pandemic blunted some of the SECURE Act’s measures. In a post-vaccine reality, are annuities ready to strike?
