Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
Being Prepared is not just for the Boy Scouts. As an advisor, I occasionally have the unfortunate job of dealing with the passing of someone’s spouse, parent, or sibling. If. . .
“It’s fantastic if you inherit an annuity, but you need to understand the tax implications and how to make them more favorable.” –Lyle Boss You cannot escape taxes if you. . .
/ Presented By
/ Edited By
“A solid credit score gives you more choices and the more choices you have, the greater the chance of retirement success.”- Steve Kerby There’s a long checklist when preparing for. . .
/ Presented By
/ Edited By
The SECURE Act, also known as “The Setting Every Community Up for Retirement Enhancing Act” of 2019, was approved by the Senate on December 19, 2019, after initially passing through. . .
/ Presented By
/ Edited By
“If you’re considering moving when you retire, have you considered the potential tax issues?” Eric Coons Many retirees choose to move after retiring, whether to be closer to kids and. . .
Women need to understand their rights in a divorce “The impact a divorce has on women’s finances cannot be overstated. The financial literacy gap, the lack of involvement in long-term. . .
/ Presented By
/ Edited By
In today’s world, especially the digital world, people constantly leave behind little pieces of themselves. These pieces, while small, are a part of a larger picture, your identity. Please do. . .
Use Legacy Arbitrage to extend benefits to heirs Definition of ‘Arbitrage’ from Investopedia “The simultaneous purchase and sale of an asset to profit from a difference in the price. It. . .
View The Best Annuity Rates Available Now
Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.
Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.
Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.
Protect Your Retirement
Our 20th edition of The Safe Money Guide, the standard of the industry.
Guaranteed Income
For Life
Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.
Recent Posts
Archives
A National Organization Focused on Truth, Transparency, and Trust.
251 Little Falls Drive Wilmington, DE 19808
© Years of Copyright Publication 2015-2023 All rights reserved. Subject to the provisions of this notice, articles, materials and content published on this site (Annuity.com) are the property of ACOM LLC. ACOM LLC allows the use of their content but reserves the right to withdraw permission at any time. Content includes articles, marketing materials, agent information used as content on all pages. Content used by Annuity.com as information for the public, enhancement of any agents reputation and lead generation for all sources is copyrighted.
