Fixed Index Annuities Provide An Interest Rate – How Is That Calculated? Many wonder do annuities earn interest? The answer is yes, but it can be complicated. We will explain. Fixed index annuities (FIAs) provide an interest rate to their annuitants. Similarly, fixed annuities pay interest as well. The interest in this case is a […]
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Do You Really Need Life Insurance In Retirement? Most people understand the reasons for having life insurance during their working years. But, sometimes people wonder, “Do you really need life insurance in retirement?” Fair question. In some cases, people obtain life insurance in their working years. First, they do this to protect their household income.
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If 2020 taught us anything, it was that anything can happen. So, what can you do to be prepared? First, learn how to protect your money during a recession. What Happens In A Recession? The technical definition of a recession? When real Gross Domestic Product (GDP) drops for 2 or more quarters, back to back.
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Could Your Spouse Receive a Fixed Index Annuity Death Benefit? If you have an annuity (or, are thinking about getting one) you may be wondering about your annuity death benefit. Essentially, many people want to know what happens to their money when they die. The answer to this depends upon several factors, which we will
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It’s true. Only you can decide for yourself what is the best way to grow and save money. But, how do you know which method to choose? Furthermore, once you put your money somewhere, how long should it stay there? Also, does your age and stage of life matter when it comes to where you
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(And how they may impact your retirement) Several changes occurred in the tax laws for 2020 that may impact your retirement. To help keep you informed, we’ve put together a list of some of them here. Of course, you should always consult a qualified tax professional regarding any tax laws or questions. Please note, Don
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*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.
By contacting Donald L. Retallick III, FL Insurance License #P109239 / Retallick Financial Group, FL Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.