annuity

Paul Hubbard: MYGAs: Turning your savings into income

MYGA's can help turn your savings into income in retirement. by Paul Hubbard III Like most retirees, you may realize you need a way to transform your savings into income you can use when you no longer work. You've also probably heard a lot of misinformation and negativity about the best vehicles to accomplish that [...]

By |2022-10-26T00:30:48+00:00October 22nd, 2022|Investing, Protect your wealth, Retirement|

Chano Arellano: Which of these four annuity types will best fit your retirement income plan?

"Choosing "safe money products" for your retirement involves gaining more clarity about what you need your money to do for you."   by Chano Arellano Annuities have existed since the days of the Roman Empire, yet some still view them as a product to avoid. If you listen to today's self-anointed retirement "experts," purchasing an [...]

By |2022-10-23T19:02:14+00:00October 18th, 2022|Leave a legacy, Protect your wealth, Retirement|

Jerry Yu: Will your state REQUIRE you to have long term care insurance?

Authored By Jerry Yu, Reign Financial "New laws passed in several states will require employers to collect a payroll tax from employees who don't have private long-term care insurance." - Jerry Yu. Mandates may be coming soon to many states. A dramatic demographic shift is happening in the United States. By 2030, more Americans will [...]

By |2022-10-23T17:48:08+00:00October 12th, 2022|Money News, Retirement|

Paul Hubbard III: Hate annuities? Better Call Paul!

by Paul Hubbard III Since pensions have all but vanished in the 21st Century, the responsibility of designing their own retirement blueprints rests solely on the shoulders of older Americans. The challenge is that most of us do not possess the specialized training and skill sets necessary to create successful retirement plans. Modern money products [...]

By |2022-10-11T19:41:13+00:00October 8th, 2022|Leave a legacy, Protect your wealth, Retirement|

Sean Sparkman: What is a registered index-linked annuity (RILA)?

by Sean Sparkman And how do RILAs  differ from a fixed- index annuities?   Both fixed-index annuities (FIAs) and registered index-linked annuities (RILAs) are products that create additional income streams in retirement.  However, the two types of products differ in their risk levels of risk exposure. FIA contracts ensure the safety of your initial investment [...]

By |2022-10-23T17:49:42+00:00October 2nd, 2022|Protect your wealth, Retirement|

Orlando McCall: Should you roll your retirement plan into an annuity?

By Orlando McCall As you probably know, a 401(k) is a tax-deferred retirement account you can either get through an employer or on your own. You contribute money to the account in employer-sponsored plans, usually via a regular deduction from your paycheck. With a traditional 401k plan, your taxes on earnings are deferred until you [...]

By |2022-10-23T18:01:37+00:00August 31st, 2022|Protect your wealth, Retirement|

Michael Travers, Michael J. Travers & Associates

Michael Travers enjoys working with entrepreneurs, small business owners and self-employed individuals who desire financial freedom. Using cutting edge products and strategies, Michael Travers and his staff help ordinary people access the same advanced tax savings strategies and asset protection enjoyed by the very wealthy. Travers solves for many of the issues faced by retirees [...]

By |2022-08-26T01:39:13+00:00June 3rd, 2022|Safe Money Trends Certified Contributors|

Brian Swerdlow, Anchor Financial Advisors, LLC

One of Illinois’ most trusted retirement income advisors, Brian Swerdlow is the founder and CEO of Anchor Financial Advisors, LLC, a Chicagoland planning firm. Brian works closely with his clients and their families to maximize their retirement income and Social Security benefits and ensure every dollar they save does the work of three or four [...]

By |2022-08-26T01:57:16+00:00May 22nd, 2022|Safe Money Trends Certified Contributors|

Sean Sparkman: Are you chasing after “fantastic Yieldacorns?”

"Some folks chase returns because they think it's the only way to achieve financial success. If you are caught in a cycle of trying to find the elusive "Yieldacorn," it might be time for a shift. “- Sean Sparkman.   By Sean Sparkman Suppose you're still in the "accumulation" stage of life, which typically starts [...]

By |2022-09-27T18:17:37+00:00May 5th, 2022|Protect your wealth|

Jerry Yu: Economic upheaval is on the way; are you ready?

"A global recession is all but guaranteed. Now is the perfect opportunity to take steps to blunt the impact." - Jerry Yu Bubbles are bursting everywhere, from real estate to crypto to technology. Many economic analysts say a severe economic downturn, possibly on the order of the Great Depression, is all but inevitable in 2022-23. [...]

By |2022-09-27T18:18:15+00:00April 27th, 2022|Protect your wealth|
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