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Retirement FAQ

What are Fixed Index Annuities?

Fixed index annuities are a solution that makes sense for many of our Florida clients who want to generate a predictable income for their retirement years. With indexed annuities, many of our clients have been able to get closer to financial stability. WHAT ARE FIXED INDEX ANNUITIES? Before we describe fixed index annuities, let’s review the…

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What are Deferred Annuities?

With a deferred annuity, you pay one or more premiums into the contract over what is often called the accumulation period. The premiums you pay and the interest credited to the premiums go into a fund called an accumulation fund. Often, there’s a minimum guaranteed interest rate at which your money will accumulate during the accumulation…

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What are Fixed Annuities?

Have your finances been on your mind recently? Have you thought about how you will plan for your future to help make sure you have a comfortable retirement and maybe leave a legacy for your loved ones? It’s not always simple to navigate the world of finances. It can also be quite stressful to decide…

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What Are Variable Annuities?

Investing in variable annuities should only be done with great care. Our financial professionals can help you learn exactly about the risks involved with these annuities. Here are the basics. VARIABLE ANNUITIES DEFINITION An insurance contract in which, at the end of the accumulation stage, the insurance company guarantees a minimum income payment. During the…

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What Are Immediate Annuities?

For those in need of steady income payments within a short amount of time, immediate annuities can be a great choice. With an immediate annuity, you pay a single premium and almost immediately start receiving retirement income payments at the end of each payment period, which is usually monthly or annually. An immediate annuity is…

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What can Indexed Annuities do for you?

We hope you found this video useful. We strive to keep you abreast of the most important financial planning topics. Please contact us with your retirement planning questions.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan Review or call us at 800-511-4048

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Do I have to take my IRA’s required Minimum distributions?

 We hope you found this video useful. We strive to keep you abreast of the most important financial planning topics. Please contact us with your retirement planning questions.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan Review or call us at…

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When does a Roth Conversion make sense?

 We hope you found this video useful. We strive to keep you abreast of the most important financial planning topics. Please contact us with your retirement planning questions.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan Review or call us at…

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