Archive for August 2018
Rough road ahead for retirees?
When planning for retirement, it’s important to make several assumptions concerning expected investment returns, life expectancy and inflation. If you utilize conservative assumptions regarding these factors, your chances of not…
Read MorePreferred stocks
When looking for more stability and higher yields, many investors are turning to preferred stocks. These securities have some characteristics of regular stocks but also have some characteristics of bonds.…
Read MoreBenefits of fixed annuities
For those looking for conservative growth with higher yields than bank products, fixed annuities can be an attractive option. Fixed annuities are contracts with insurance companies that provide for tax-deferred…
Read MoreMinimizing annuity taxes
Many deferred annuity owners have seen their accounts appreciate over the years without having to pay any taxes. However, at some point someone is going to have to pay taxes.…
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