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Are Annuities Taxable? A Guide to How Annuities are Taxed

Are Annuities Taxable? A Guide to How Annuities are Taxed

by Kenny | May 18, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Annuities offer powerful tax benefits to those planning for, or entering retirement. Unlike money market accounts, savings accounts, certificate of deposit (CDs), and most bonds, annuities carry the potential to create tax-deferred accumulation. For example, interest...
Many Older Americans Haven’t Saved Anything For Retirement

Many Older Americans Haven’t Saved Anything For Retirement

by Kenny | May 4, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

More than a quarter of Americans have no money saved for retirement. That’s according to a new survey from personal finance site Credit Karma, which found older respondents are even less prepared by some measures than their younger counterparts. Nearly one in five...
What Is the Ideal Retirement Age for Your Health?

What Is the Ideal Retirement Age for Your Health?

by Kenny | Apr 27, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Average life expectancy has risen by 16 years since the national retirement age was set at 65. We asked health experts when they think people should stop working now. In 1881, the conservative German Chancellor Otto von Bismarck, plagued by a rise in socialist...
As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table

As Social Security reform talks heat up, changes to the retirement age, payroll tax may be on the table

by Kenny | Apr 20, 2023 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

KEY POINTS Without action from Congress, Social Security may only be able to pay full benefits for another decade. As lawmakers weigh potential fixes, getting bipartisan agreement won’t be easy. Lawmakers are hashing out plans to shore up Social Security’s ailing...
15 Surprising Retirement Facts and Stats for [2023]

15 Surprising Retirement Facts and Stats for [2023]

by Kenny | Apr 14, 2023 | blog, Financial, New Weekly Newsletter, Weekly Article, Weekly Newsletter

There are a lot of myths about retirement out there. Here are several retirement statistics that might just surprise you. While we may know family members or friends who have retired, we don’t usually discuss what their finances look like and the things they wish...
Fixed index annuities: potential plus protection

Fixed index annuities: potential plus protection

by Kenny | Apr 6, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Fixed index annuities can help you accumulate money for retirement and provide guaranteed income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market. What...
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Recent Posts

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