Month: November 2017

AT WHAT AGE?

I liked this week’s article because it answered the question “At what age should you purchase an indexed annuity?” The author tells us that “the great thing about fixed indexed annuities is that they are a reliable retirement planning vehicle appropriate for people in a variety of life stages.” Call us if you would like …

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PLAYING A GAME

I saw an article this past week which spoke about a new interactive game called “Master of Retirement” and thought to share it with you. Surveys power the game’s questions and offer out informative responses. One question asked in the game is “What is a reason some people choose a fixed indexed annuity? The choices …

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MORE LIFETIME INCOME

This week’s article discusses how “recent research by retirement income expert and former U.S. Treasury Department official Mark Warshawsky shows that immediate annuities generally provide you with more lifetime income than you could get by following the take-out-4-percent-of-savings-a-year rule or a similar strategy of systematic withdrawals”. It was interesting to read why. If you are …

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