March 14, 2013 9:56 pm
Published by alexhouse
Annuity123 is excited and honored to report that Debbie Powell has joined its network of retirement income advisors for the benefit of consumers in Upstate South Carolina and Western North Carolina who are in need of obtaining personalized retirement planning guidance. Please see below for an overview of Debbie Powell’s practice. Agent Name: Debbie Powell Company Name: Absolute Solutions Brief Business Description: My mission is to develop enduring relationships by educating, equipping and empowering clients for a lifetime of financial security. I specialize in Insurance...
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March 13, 2013 11:40 pm
Published by alexhouse
Written By: Marvin Hurwitz | Retirement Benefits Specialist in Baltimore, MD If you are retired or planning for retirement, you should consider some basic benefit plans to make sure you enjoy your retirement years and fulfill your retirement dreams. While building a nice nest egg during your working years is vital, it’s also important that you prepare for the both the certainties and the “what ifs” in your life when your employment income ceases. You may be able to count on your Social Security payments,...
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March 13, 2013 4:20 pm
Published by alexhouse
Annuity123 is excited and honored to report that Steve Aquino has joined its network of retirement income advisors for the benefit of consumers in Central Maryland (Carroll & surrounding Counties) who are in need of obtaining personalized retirement planning guidance. Please see below for an overview of Steve Aquino practice. Company Name: Aquino Financial Group, LLC Brief Business Description: We listen, we educate, and we lead. Creating a financial plan requires a disciplined, well thought out approach. With guidance from multiple specialists our professional team...
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March 13, 2013 4:00 pm
Published by alexhouse
Annuity123 is excited and honored to report that Stan Jackson has joined its network of retirement income advisors for the benefit of consumers in St. Louis Metropolitan Area who are in need of obtaining personalized retirement planning guidance. Please see below for an overview of Stan Jackson’s practice. Company Name: EBC, Inc. – The Estate & Elder Planning Center of St. Louis Metro Brief Business Description: Stan Jackson has been working in financial services since 1979 helping clients grow and protect their assets. His goal...
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March 12, 2013 10:39 pm
Published by alexhouse
Written By: Robert Zimmerman | H&R Advisory Service, LLC Regularly, we receive an offer of $100 or $150 in the mail by a bank as an incentive for us to open a ‘high yield’ savings account. The high yield could amount to an interest rate of around 1%. The offer does not mention that they will also send along a 1099 form every year at tax time. This informs the IRS of how much interest you received, so that they can participate. More and more,...
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March 12, 2013 5:17 pm
Published by alexhouse
Written By: Mark MacDonald | Sage Financial Partners Listen carefully. Do you hear it? The doleful sound in the distance is a bugler playing taps. He’s mourning the demise of the 4% Rule. May it rest in peace. For decades, the 4% Rule was the benchmark adopted by financial planners to determine how to take retirement fund distributions in a way that would: a) Maximize your retirement income b) Protect you from running out of money for at least 30 years The 4% Rule was...
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March 12, 2013 3:04 pm
Published by alexhouse
Annuity123 is excited and honored to report that Mel Crissey has joined its network of retirement income advisors for the benefit of consumers in San Antonio and south Texas who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Mel’s practice. Company Name: Secured Retirement Plans and Insurance Services Brief Business Description: Specializing in safe money retirement income production and security, rollovers, generational financial legacies, tax-free wealth transfer, personal and business related life insurance, and small business pension...
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March 12, 2013 11:41 am
Published by alexhouse
By Joseph Carter Gray, CLU® | Pacific Insurance Group, Inc It’s been said the only certainties in life are death and taxes, to which Will Rogers famously quipped that, “death doesn’t get worse every time Congress meets.” Life is full of surprises but your retirement should not be one of them. Do you think that taxes will be higher or lower in the future? Tax diversification can help counter the ever-changing tax environment and provide flexibility in retirement. Tax diversification refers to placing your money...
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March 11, 2013 3:32 pm
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Written By: Cathy DeWitt Dunn | President of Annuity Watch USA The question as to whether or not the United States Federal Government is looking into taking over private 401K assets has been asked many a time over the last few years. In 2009, The Wall Street Journal ran an op-ed titled “How to Fix 401(k)s“. In this article, it mentions a “radical structural change” for the 401K system. Not everyone thinks 401(k)s can — or should — be saved. “It’s time for a radical...
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March 10, 2013 6:58 pm
Published by alexhouse
Annuity123 is excited and honored to report that Charles Garber has joined its network of retirement income advisors for the benefit of consumers in Coral Gables, Florida who are in need of obtaining personalized retirement planning guidance. Please see below for an overview of Charles Garber practice. Company Name: Garber Financial Services Brief Business Description: Serving the Pre-Retirement and Retirement Consumers in achieving the accumulation, protection and preservation of their wealth, that guarantees no risk retirement losses, guaranteed life time income and tax favored treatment....
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