Tax Plan

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Should You Get A Fixed-Indexed Annuity?

Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...

Tax Liabilities During Retirement

Retirees are eligible for a few tax breaks that aren’t available to younger people. There are also many taxes that apply specifically to...

Income Planning for Retirement

Most of us have the goal of someday settling down to retire, after years of hard work and some preparation. It’s no surprise that people...

What is the SECURE Act of 2019?

Learn how the SECURE Act of 2091 may affect you.

Switching Jobs Doesn't Mean Losing 401(k)

While you have options when it comes to your 401(k), you should be sure to consider what’s off limits, too.

Don't Outlive Your Income

Making a Realistic budget and withdrawal strategy while boosting your retirement cash flow.

Tax Planning for Annuities

Careful consideration is important and many people aren't sure what they have.

A Few Things You Should Know About the New Tax Bill

As you know, Congress and President Trump enacted a significant tax reform bill in December, so let’s briefly review how this new tax...