Sally Zhao Joins the Annuity123 Network of Retirement Income Advisors |
March 18, 2013 |
Press Releases
Annuity123 is excited and honored to report that Sally Zhao has joined its network of retirement income advisors for the benefit of consumers in Sugar Land, TX who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Sally Zhao’s practice. Company Name: Sally Fidelity Agency (3 Mark Financial Affiliate) Brief Business Description: With 19 years in the insurance and financial services industry working as Prudential Life Insurance sales manager, MONEY Life Insurance Assistant Managing Director and Million Dollar...
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Debbie Powell / Absolute Solutions Joins the Annuity123 Network of Retirement Planning Specialists |
March 14, 2013 |
Press Releases
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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Retirement Benefit Checklist |
March 13, 2013 |
Member Posts, Retirement Planning, Your Retirement
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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Aquino Financial Group, LLC Joins the Annuity123 Network of Retirement Income Advisors |
March 13, 2013 |
Press Releases
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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Stan Jackson/EBC, Inc. Joins the Annuity123 Network of Retirement Advisors |
March 13, 2013 |
Press Releases
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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Does your bank offer a ‘benefit’ account? |
March 12, 2013 |
Income For Life, Member Posts, Retirement Planning, Robert Zimmerman
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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Is the 4% Rule Dead? |
March 12, 2013 |
Income For Life, Member Posts, Retirement Planning
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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Mel Crissey Joins the Annuity123 Network of Retirement Income Advisors |
March 12, 2013 |
Press Releases
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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A Taxing Choice: How to Save for Retirement |
March 12, 2013 |
Member Posts, Retirement Planning, Your Retirement
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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Is the Federal Government Eyeing Your 401K? |
March 11, 2013 |
Cathy DeWitt Dunn, Member Posts, Retirement Planning
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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