The Baby Boomers are arriving in full force. In 2006 we witnessed activity in the annuity sales market totaling sales of $236 million. Much of this demand is because Baby. . .
Use tax-deferred annuities to manage your future tax liabilities A tax-deferred annuity is a plan in which income tax on an original deposit of investment income is not charged during. . .
What do you want the annuity to accomplish for you? That question is best answered with another question. What is the purpose of the annuity? What would you like it. . .
With over 30 years of experience, clients have often said that they do not need a Lifetime Income Annuity. They only want a reasonable rate of return. They may be. . .
“Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic approach to spend-down can help.” Robert Cannon Transitioning from being a saver in the. . .
It’s more or less a given that the asset allocation of a person’s retirement portfolio should evolve as they age. Many advisors use the glide path formula to achieve the. . .
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