A tax-free transfer option for annuities and life insurance
Understanding the 412(i) Plan: A Humorous Dive into Defined-Benefit Pension Plans
A formal recognition of expertise in financial planning.
Boosting retirement confidence one client at a time!
Your financial parachute against market turbulence!
A giggle-inducing guide to the GMWB, a financial safety net that'll keep your withdrawal tantrums at bay!
An Immediate Payment Annuity is a financial product that provides guaranteed income almost immediately after purchase.
An Inherited IRA is a retirement account opened by a beneficiary upon the death of the original owner.
A Life Income Fund (LIF) is a retirement income vehicle in Canada, designed to manage locked-in pension funds.
A financial instrument designed to help investors plan for retirement, adjusting asset allocation based on the investor's age.
Mutual funds bring together the money of many investors to build a diversified portfolio managed by professional fund managers.
Understanding the OASDI program that supports retirement and disability benefits in the U.S.
A clever strategy that ensures you're the first beneficiary of your hard-earned cash, because who better to pay than you?
An overview of qualified trusts, focusing on their tax advantages, employer obligations, and compliance requirements.
A Qualifying Annuity is an IRS-approved investment for retirement plans, allowing growth without current tax implications. It’s like regular retirement savings, but dressed up with IRS approval for a wild financial ride!
A financial expert certified in retirement income planning.
A Tax-Sheltered Annuity allows employees to invest income before taxes into a retirement plan. Discover the ins and outs of this retirement vehicle!
Annuity payments that can vary based on investment performance - where the only thing fixed is the uncertainty of your future earnings!
Understanding Voluntary Plan Termination for Defined-Benefit Plans
