Can You Move an Annuity to Another Company?

Annuities are long-term insurance contracts that offer ongoing payments and may offer tax-deferred growth. People who buy annuities may be concerned about the potential for “outliving their assets” and running out of money. An annuity may offer lifetime payments.

Dec 9, 2022

Are Roth IRA Distributions Taxable at the State Level?

Before we delve into the question, let's briefly review the differences between a Traditional IRA and a Roth IRA. That comparison can provide a foundation for the topic.

Dec 4, 2022

What is a Balanced Portfolio for Retirement?

Financial planning is a key to preparing for your retirement years, especially the early years when you’ll be able to enjoy the new freedoms and social activities that come with stepping away from a full time work schedule.

Nov 8, 2022

What Is A Realistic Retirement Budget?

As retirement age approaches, it’s important to be financially prepared for what lies ahead. The thought of living on a fixed amount of money during your later years can feel daunting. Setting a realistic retirement budget ensures that you’ll have the funds you need during this time.

Nov 1, 2022

Should You Add Real Estate To Your Retirement Portfolio?

Retirement and aging can bring about a whole new set of challenges. You’ll also be living off your savings instead of drawing a regular paycheck, which can add some financial concerns since your savings may have to last two decades or more.

Oct 27, 2022

What are Examples of Retirement Portfolios?

Intimidation may be one of the most significant obstacles to adequate retirement planning. According to the Transamerica Retirement Survey (conducted in 2020 by the Harris Poll), 42 percent of Americans admit that their biggest concern is that they will outlive their retirement savings and investments. Yet, despite that fear, 68 percent of those surveyed either strongly or somewhat agreed that they were building an adequate nest egg for retirement. The concern may be due to worries about whether the investments are safe and will grow enough to provide the needed income.

Oct 26, 2022

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