Create a complete Medicare action plan with this easy-to-use worksheet.
Many clients come to us with a retirement account, like a 401k or IRA, and they need to make that money last. Today, we’re tackling a common example: how much income would a $250,000 annuity pay per month?
June is Annuity Awareness Month, and we are continuing our annuity-focused content with a special case study from agent Patty Gogerty.
If you’re considering a 401(k) rollover or transitioning from a bank CD, here are some important annuity dos and don’ts for baby boomers.
If you’re searching for what to do before turning 65 – or, you’re thinking, “I’m 65… now what?” – this Medicare checklist is for you.