Answering Retirement’s Most FAQs
Read moreThe Indexed Annuity Leadership Council (IALC) compiled and answered some of the most frequently asked questions when it comes to planning for retirement.
Three Ways to Minimize the Tax Burden on Retirement Income
Read moreTax day is coming up in just a few weeks and while tax filing will never be fun, some planning now can make a big impact down the road when it comes to dealing…
Top 3 Common Retirement Mistakes
Read moreOn the surface, transitioning to retirement means spending your days on the golf course or on the beach instead of in the office. But failing to prepare for re…
MyRA: One Year Later
Read moreA year after the initial launch of MyRA, we take a look at what’s happened since the announcement and its progress in its first year.
5 Best Reads on Retirement
Read more2014 was a big year in retirement news and research, from women’s retirement savings still lagging behind men’s to LGBT Baby Boomers and soon-to-be-retirees co…
What is your idea of an ideal date with your mate?
Read moreOn special days, whether it’s an anniversary, Valentine’s, a birthday or the big proposal, we all like to do things for our significant other to make them feel…
De-Stress for Less
Read moreBy Ellie Kay, Personal Finance ExpertAmerican families face stress on a regular basis with busy lifestyles and hectic schedules. A CNN poll reveals that the nu…
Be Physically and Fiscally Healthier in the New Year
Read moreWhen you follow certain habits, making wise health and wealth decisions will become automatic. Which habits can you to try and implement in your daily routine …
The biggest risk to your retirement? Unrealistic expectations.
Read moreWhile many people approaching retirement have actively adjusted their retirement plan to take into account recent economic uncertainty and market volatility, f…
Half-Price Living
Read moreCould you live on just half of your current household income? I’ve posed this question to hundreds of families and overall they say learning to live on less co…
Red, White & Scammed: Q&A with Personal Finance Expert Ellie Kay
Read moreIn today's video blog, Ellie Kay answers your questions about whether some of the "opportunities" available to American consumers are in fact a good deal or ju…
The Upside of Tax Season
Read moreAnnuities, in particular, are attractive to many consumers from the standpoint of tax deferral because—unlike other tax-deferred accounts, such as 401(k)s and …
Despite Economic Recovery, Americans Still Anxious about Retirement
Read moreA recent poll by the National Institute on Retirement Security (NIRS) finds that despite the improvements to the economy, Americans are still feeling anxious a…
The Year of the Fixed Indexed Annuity
Read moreA recent LIMRA study found that 83% of fixed indexed annuity buyers reported being satisfied with their annuities and five in six would recommend annuities to …
CONGRESS OPENS DOOR FOR TAX-FREE RETIREMENT INCOME
Read moreIt is important to consult with a tax and/or investment advisors about whether a Roth conversion is right for you. If you are looking at a conversion to a Roth…
The Affordable Care Act and Your Investment Income
Read moreSo how might you avoid having taxable income from the above sources push you over the income threshold, subjecting you to the 3.8% surtax? One strategy being u…
It doesn’t have to be this way
Read moreOne of the ways that many investors have chosen to add some balance to their financial plans, particularly in risky markets, is to consider a fixed indexed ann…
How can I prepare for the “Fiscal Cliff?”
Read moreWith huge spending cuts hitting Americans at the same time as tax hikes, the economy could contract, resulting in a recession and subsequent market volatility.…