annuity

What is a MYGA and do you need one in your retirement portfolio? Brian Swerdlow

For some seniors, a multi-year guaranteed annuity could be the key to unlocking financial stability.-Brian Swerdlow. By Brian Swerdlow In a world where economic uncertainty reigns, many people are looking for safety and stability. For this reason, annuities, especially multi-year guaranteed annuities, have become increasingly popular. What is a MYGA? A type of fixed deferred [...]

Brian Swerdlow: If you’re thinking of getting an annuity, be sure to avoid making these common mistakes

by Brian Swerdlow Anchor Financial   If you're nearing retirement, you may be considering purchasing an annuity to provide more safety and stability to your portfolio. Indeed, an annuity can be a fantastic safe money option that provides a reliable income stream in your retirement years. However, annuities, while they are indeed a powerful tool [...]

By |2024-03-02T16:12:09+00:00March 2nd, 2024|Federal Employees, Protect your wealth, Retirement, Taxes|

Brian Swerdlow: Should you have an income rider on your annuity?

Annuities are financial tools designed to provide steady income during retirement, but not all annuities are created equal. One key feature that sets some apart from others is the availability of income riders. Brian Swerdlow by Brian Swerdlow Anchor Financial An income rider is an enhancement that you can purchase and attach to many types [...]

By |2024-02-25T20:26:46+00:00February 25th, 2024|Investing, Leave a Legacy, Protect your wealth, Retirement|

Is a 60/40 portfolio design right in 2024?

by Brian Swerdlow   Many retirement researchers claim that as the economy becomes more chaotic, those with traditional 60/40 portfolios could experience substantially better performance than those who've taken on added risk.- Brian Swerdlow Many retirees and pre-retirees enter 2024 burdened by fears of further monetary instability, inflation, and perhaps even social unrest.  Some of [...]

Bryan Anderson: Why are even the big investment firms now talking about annuities?

Some of the biggest players in finance are telling their clients to look into annuities.  Find out why in this informative podcast from Bryan Anderson of Annuity Straight Talk. https://www.youtube.com/watch?v=B4WTeQ_v_ho See more of Bryan's entertaining and informative content here: https://www.youtube.com/@Annuitystraighttalk

Tax code changes for 2024: Be aware and prepare.

by Katie Benson Let's Talk About Annuities.com   As we enter 2024, it's essential to gear up for the inevitable changes to the tax code. Although 2023 didn't witness sweeping federal tax reforms, the IRS has made certain adjustments for the 2024 tax year that will impact income tax brackets, standard deductions, retirement contributions, and [...]

By |2024-01-04T18:09:32+00:00January 4th, 2024|Watch and Listen|

Annuities play a pivotal role in building a robust, secure retirement- Katie Benson

by Katie Benson Let's Talk About Annuities Annuities, increasingly popular financial instruments whose roots date back to ancient Egypt, have evolved to the extent they are now a crucial component of modern retirement planning. In such a volatile economy that's often hostile even to those who plan well, more retirees and those about to retire [...]

By |2023-12-22T05:30:54+00:00December 22nd, 2023|Leave a Legacy, Protect your wealth, Retirement|

Video: Shattering annuity myths with Jerry Yu

One of California's most respected financial educators, Jerry Yu, explains how wealthy Americans are busting some of the most common annuity myths. https://www.youtube.com/watch?v=027I9EegSoo Jerry Yu Senior Vice President Reign Financial Services (626) 890-0090 jerry.yu@reignfinancialservices.us

Are you financially prepared for an emergency?  What can you do before, during, and after the storms of life strike?

"It's always something…" Roseanne Roseanna Danna (Gilda Radner) by Katie Benson Let's Talk About Annuities.com It doesn't take the end of the world to upend your life. From hurricanes, floods, and earthquakes to manufactured economic disasters, the world is plagued by the unknown and rocked by the unexpected. Financial preparation, then, is less of a [...]

By |2023-11-30T19:19:47+00:00November 25th, 2023|Lifestyle, Money News, Protect your wealth|

Bryan Anderson: Should you listen to people who don’t like annuities?

There are many people, some of them well-meaning, who don't like annuities.  Annuity Straight Talk's Bryan Anderson takes a look at who hates annuities and why.  Before you write off annuities as a key component of your successful retirement, you should check this out. https://www.youtube.com/watch?v=QeGvqUzVygw

By |2023-11-14T03:02:46+00:00November 14th, 2023|Watch and Listen|

Katie Benson: How to secure your retirement income in 2023 and beyond using Multi-Year Guaranteed Annuities (MYGAs)

By Katie Benson Beginning in 2022, the United States witnessed a significant uptick in the sales of annuities. Annuities became a desirable asset due to heightened volatility in the equities markets and increasing interest rates. LIMRA (The Life Insurance Marketing and Research Association) says that total U.S. annuity sales in 2022 soared to over $310.6 [...]

By |2023-11-21T18:25:14+00:00November 3rd, 2023|Federal Employees, Leave a Legacy, Protect your wealth, Retirement|
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