Tag: Annuity

Retirement

47% Of Non-Retirees Expect Social Security To Run Out By The Time They Retire

According to recent Gallup polling, 47% of workers don’t expect to receive a Social Security benefit when they retire. In fact, a...

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Retirement

Don’t Let These 5 Common Fixed Indexed Annuity Myths Mislead You

Even though retirees can count on a Fixed Indexed Annuity (FIA) for guaranteed lifetime income, there are a number of persistent myths that...

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Resources

Insurance Products That Can Help Protect Your Retirement Assets

There are a range of insurance products that can help safeguard your nest egg from unexpected events. Umbrella Insurance Although liability...

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Resources

Consider The Advantages Of Purchasing An FIA

For federal workers who have diligently socked away money in their Thrift Savings Plan (TSP), it’s always a good idea to start...

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Retirement

Is Buying An Immediate Annuity A Good Fit For Your Retirement?

The short answer: when your household retirement income is more than enough to cover all of your expenses then an immediate annuity may not...

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Benefits

What You Need To Know About Choosing A FERS Survivor Annuity

When completing the application for your FERS retirement, one of the most important decisions you have to make is electing a survivor...

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TSP

The TSP 30-Day Withdrawal Rule For Retirees Expired On May 15, 2024  

As of May 15, 2024, the Federal Retirement Thrift Investment Board (FRTIB) has eliminated the 30-day restriction rule giving federal...

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Resources

Strategies For Selecting A FERS Retirement Date In 2024

After you meet the age and years of creditable service requirements to retire with an immediate annuity (pension), it’s time to select a...

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Retirement

Will Staying In Your Home Be A Burden In Retirement?

Determining if your home will be a financial burden in retirement depends on two factors: the amount of your income when you’re no longer...

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Resources

What You Need To Know About Annuities With Long-Term Care Riders

The headlines say it all – as more and more Baby Boomers retire, America is headed for a Long-Term Care (LTC) crisis. According to the...

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