Articles By Bill Broich

Bill Broich is a well-known annuity expert with over 30 years of experience. He has written hundreds of articles on annuities and other financial topics, and has been a featured commentator on TV, Radio and the Internet.
February 2, 2019

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Are municipal bonds tax-free?  Might want to make sure. Municipal securities, also known as “munis,” are bonds issued by governmental entities such as states, cities, counties, and other organizations. The. . .

February 2, 2019

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If an investor is thinking of investing in bonds, the first rule to learn is: a bond is nothing more than a debt instrument, a loan. Think of buying a. . .

February 2, 2019

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The Investment Pyramid For Asset Allocations The idea of an investment pyramid is based on building the foundation (the bottom) the middle (some risk but higher reward) and the top. . .

February 1, 2019

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Learn how to gain the greatest benefit from your IRA If you own an IRA, you are probably aware of how confusing these plans can be. A recent change in. . .

February 1, 2019

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Annuities were designed to be a tax deferred alternative for conservative investors stuck in between risky direct forays into the markets on one side and woefully inadequate returns from interest. . .
February 1, 2019

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You may be tempted to do it – but do you want to? While you might be able to borrow from a 401(k), that doesn’t mean you should. Yes, we. . .

February 1, 2019

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Options, options, options … Here are many misconceptions about what must be done with a 401(k) when someone leaves a company. Some people think they have to cash out their. . .

February 1, 2019

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Taking an active roll in managing your 401(k) can pay big dividends Your 401(k) is your guide to retirement security. With the latest advances in medical technology, people are living. . .

February 1, 2019

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Make your IRA your bank when expanding your business, self-service It is a natural tendency to keep savings, investments and business matters separate. To this end, the IRS has strict. . .

January 31, 2019

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Variable annuities bring many advantages to the table for investors looking for a secure and high value investment, especially for those concerned about a steady post retirement income. But with. . .

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