annuity

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|

Jerry Yu: Doing the math on why the “average rate of return”might not mean as much as you think.

In this short video, the "Family Money Doctor," Jerry Yu uses math to explain why chasing after the average rate of return might not benefit most people as much as they think. If you have questions after watching this presentation, contact Jerry here: https://www.reignfinancialservices.us/contact https://www.youtube.com/watch?v=YKELmHn9wqE&t=75s  

By |2023-11-02T23:48:32+00:00November 2nd, 2023|Investing, Money News, Protect your wealth, Retirement, Watch and Listen|

Stan the Annuity Man: Why investors “sitting on the sidelines” might need a MYGA

In this video, Stan the Annuity Man, America's favorite annuity specialist, discusses how sitting on the sidelines during turbulent times can be better with a multi-year guaranteed annuity (MYGA).  If you've been considering adding an annuity to your retirement plan, NOW may be the perfect time. https://www.youtube.com/watch?v=sydrGfgUEVs&t=92s #MYGA, #stantheannuityman, #highinterest, #annuities, #multiyearguranteedannuity, #retirement, #nationaldebt, #annuity, [...]

Bryan Anderson: What you need to know about early retirement plan distributions

The "72T" IRS code is fraught with nuanced rules and regulations, perhaps even some ambiguities.  Yet, this code opens the door for those who want to take penalty-free withdrawals from your retirement accounts before the age of 59 and a half.    In this episode, Bryan Anderson of AnnuityStraightTalk  helps you discover what you need to [...]

By |2023-10-22T00:08:35+00:00October 21st, 2023|Federal Employees, Money News, Retirement, Taxes, Watch and Listen|

Katie Benson: For women, retirement can be an uphill battle.

With an estimated 70 million retirees expected by the end of 2030, the challenges and disparities in retirement savings and financial advice have become increasingly evident. Women, in particular, face unique retirement challenges, often lagging in savings and encountering obstacles in accessing quality financial advice. Several external factors contribute to the retirement disparities faced by [...]

Jerry Yu: How to use RMDs to enhance your retirement income.

Jerry Yu "The Family Money Doctor". In this short video, Jerry looks at the dreaded "required minimum distribution" or RMD to see how this required withdrawal might be used to help retirees increase their income once they stop working. Discover more from Jerry Yu: https://www.youtube.com/watch?v=GTfRCTAo6x0

Andrew Winnett: Setting a higher bar for strategic retirement planning.

I had a chance to sit down with Andrew Winnett, founder and Principal of Retirement Renegade (formerly Legacy Builders Financial) to discuss why he decided to change directions and take his full service financial firm nationwide.  If you are a retiree looking for a firm you can trust and who will always act in your [...]

Katie Benson: Using annuities to craft a more balanced retirement

Annuities are an often misunderstood but highly beneficial tool for retirement planning- Katie Benson by Katie Benson Although individuals and businesses have used them for centuries, annuities have gotten a bad rap recently. This tarnished reputation has likely arisen because of how annuities are marketed and sold by overzealous agents. Yet, when a company creates [...]

The art of financial timing: Is there an “ideal” age for purchasing an annuity?

Authored By Katie Benson With their promises of financial security and regular payouts, income annuities may be an attractive option for retirees. However, the ideal age to purchase an annuity isn't the same for everyone. Younger individuals may not reap the same benefits from income annuities as their older counterparts. In this article, we'll discover [...]

By |2023-11-15T03:57:20+00:00October 5th, 2023|Investing, Money News, Protect your wealth, Retirement, Taxes|

Katie Benson: How to create a more “artful” retirement

Authored By Katie Benson, Let's Talk About Annuities Looking around, you can easily see that design is an inherent feature of the universe, often concealed until our awareness unveils its presence. Design is resident in the grandest entities we encounter and also in the minutest details of our world. It manifests in bottomless ocean canyons [...]

9.3% Annual Annuity Return? Don’t buy into this “Jedi Mind Trick.”

Authored By Bryan Anderson, Annuity Straight Talk I started learning about annuities by searching online, just like you.  There’s more information available now but that doesn’t mean it’s good or accurate.  Much of what you see is sales-oriented, or meant to entice you to buy something.  Whether it’s the right thing for you is not the [...]

By |2023-09-23T20:44:38+00:00September 23rd, 2023|Investing, Money News, Protect your wealth, Watch and Listen|

Everything you must know about crazy annuity indexes- with Bryan J.Anderson of AnnuityStraightalk

In this episode, Bryan Anderson demystifies annuity indexes.  If you are thinking about purchasing a fixed index annuity, then you need to understand what these indexes are and how they will impact your choices. https://annuitystraighttalk.com/crazy-annuity-indexes/#watch-the-podcast-episode-crazy-annuity-indexes

By |2023-10-05T18:04:06+00:00September 4th, 2023|Money News, Protect your wealth, Retirement, Watch and Listen|
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