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Questions About Your Future Plans And Retirement Planning

How Can You Help Reduce Taxes In Retirement?

As you age, looking at the amount of risk you are taking becomes more important. Learn how to help decrease market ups and downs, while generating steady returns and secured lifetime income.

What Are The Latest Social Security Changes?

Each year, the Social Security Administration announces important changes that can have a big impact on retirement income. Learn the latest updates and what you can do now to be prepared.

What Do 401(k) & IRA Owners Need To Plan For?

To create a successful retirement income plan, retirees need to answer “6 Important Questions”. Learn how Social Security can be the foundation and how to help close additional income gaps.

The Four Types Of Investments Pros And Cons

Annuity
Best Option
Commission charges?
Yes
Safe principal?
Yes
Grows tax-deffered?
Yes
Safe return?
Yes
Earns intereste on interest?
Yes
Starts an income stream you can't outlive?
Yes
Gains are locked in each year ?
Yes
Peace of Mind?
Yes
Bonuses on premiums?
Yes
Bypass probate and settlement costs?
Yes
The thrill of the market without the risks?
Yes
Penalty-free access to funds?
Yes
Certificate Of Deposit
Safest
Commission charges?
No
Safe principal?
Yes
Grows tax-deffered?
No
Safe return?
No
Earns intereste on interest?
No
Starts an income stream you can't outlive?
No
Gains are locked in each year ?
No
Peace of Mind?
No
Bonuses on premiums?
No
Bypass probate and settlement costs?
No
The thrill of the market without the risks?
No
Penalty-free access to funds?
Yes
Mutual Fund
Most Common
Commission charges?
No
Safe principal?
No
Grows tax-deffered?
No
Safe return?
No
Earns intereste on interest?
No
Starts an income stream you can't outlive?
No
Gains are locked in each year ?
No
Peace of Mind?
No
Bonuses on premiums?
No
Bypass probate and settlement costs?
No
The thrill of the market without the risks?
No
Penalty-free access to funds?
Yes
Stocks
Most Risk
Commission charges?
No
Safe principal?
No
Grows tax-deffered?
No
Safe return?
No
Earns intereste on interest?
No
Starts an income stream you can't outlive?
No
Gains are locked in each year?
No
Peace of Mind?
No
Bonuses on premiums?
No
Bypass probate and settlement costs?
No
The thrill of the market without the risks?
No
Penalty-free access to funds?
Yes

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