Money

Inflation Expectations Just Hit an All-Time High. Should We be Worried?

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If "pandemic" and "social distancing" were the concepts of 2020, "inflation" is making a strong case to be the theme of 2021. Not only is...

Retirement

Estate Planning

Here’s What You Need to Know About the Phased-Income Approach to...

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Retirement income used to be "easy." Well, not exactly easy, but pretty predictable. One you retired, as long as you limited your withdrawals from...

Here’s Why You Should Pay Attention to the Proposed Changes to...

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You probably already know that the U.S. tax code got a bit of an overhaul in 2017. Under the previous administration, tax rates for...
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Investing

Annuities

Annuity Taxation

Annuity Taxation

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Like most people, you may know that one of the main features of an annuity is that it’s tax-deferred. Annuities can an excellent way...
retired couple that just purchased a single premium deferred annuity

Single-Premium Deferred Annuities (SPDA)

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A deferred annuity (DA) is an insurance product designed to generate a source of income for retirement. The investment deposits are made on a...

Variable Annuities

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If you are near to your retirement and worried about the possibility of outliving your savings, this is the best time to plan your...

Equity‐Indexed Annuity

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Introduction: Equity Indexed Annuity (EIA) or Fixed Indexed Annuities (FIA) are a type of Annuities that offers Annuitant an opportunity to earn "market-like" returns while...

American National Strategy Indexed Annuity Plus FIA

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Introduction This article will discuss in-depth the American National Strategy Indexed Annuity Plus FIA (Fixed Indexed Annuity). It is the only Fixed Indexed Annuity product...

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