Top 9 Reasons to Purchase an Annuity |
March 4, 2013 |
Fixed Annuities, Member Posts
Written by Leonard Ohanian L.U.T.C.F In today’s world, one of the most important things to know and understand is why. The following are the top 10 reasons why it is important for many retirees and pre retirees to purchase fixed annuities 1-Tax Deferred Growth: The interest earned is not taxed until it is touched. Your funds grow Tax deferred 2- Safety: Fixed Annuities are free from the risk of loss and the volatility of the stock market. They can be a guaranteed and safe investment...
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Sage Financial Partners Joins the Annuity123 Network of Retirement Income Advisors |
March 4, 2013 |
Press Releases
Annuity123 is honored to report that Mark MacDonald has joined its network of retirement income specialists for the benefit of consumers in Short Hills, NJ who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Mark MacDonald’s practice. Company Name: Sage Financial Partners Brief Business Description: It’s dawning on investors that planning for retirement AFTER age 50 is different from planning for retirement BEFORE age 50. After 50 the focus is no longer on accumulation. It’s about income....
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How Life Insurance May Help You Escape The Death Tax |
February 25, 2013 |
Cathy DeWitt Dunn, Life Insurance, Member Posts
Written By: Cathy DeWitt Dunn | President of Annuity Watch USA A tired old cliché says the two things you can’t avoid in life are death and taxes. It may be uninspired and a little depressing but, unfortunately, it’s mostly true. Americans are taxed for just about everything. And, if you have been fortunate enough to accumulate some wealth over your lifetime, you are even taxed for dying…the ultimate double whammy of the seemingly unavoidable. Luckily, exposure to the “death tax” doesn’t have to be...
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Wayne Schwartz, RFC Joins the Annuity123 Network of Retirement Counselors |
February 21, 2013 |
Press Releases
Annuity123 is excited and honored to report that Wayne Schwartz has joined the Annuity123 network for the benefit of consumers in Austin, TX who reference this unique website for obtaining personalized retirement planning guidance. Please see below for an overview of Wayne’s practice. Company Name: Capital Retirement Planning Group Brief Business Description: Thirty five years helping high net value individuals and business owners with their financial planning. The philosophy of the firm is: “Planning for retirement should be the goal of any investment plan. Paying...
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Scott Bird Joins the Annuity123 Network of Retirement Income Specialists |
February 18, 2013 |
Press Releases
Annuity123 is excited and honored to report that Scott Bird has joined its network of retirement income counselors for the benefit of those in Sun City, Sun City West, Surprise, Scottsdale, Peoria, Glendale, Chandler, Sun Lakes, Goodyear, and Avondale who are in need of obtaining personalized retirement planning guidance. Please see below for an overview of Scott Bird’s practice. Company Name: Estate Preservation Advisors Brief Business Description: Scott E. Bird, Founder and President of Estate Preservation Advisors, is a Certified Retirement Income Management Specialist and...
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Carl Ostenson |
February 15, 2013 |
Carl Ostenson, Income For Life, Member Posts, Retirement Planning
If you are fed up trying to figure out how much money you will be able to retire on, just sit down right now and read this critical material. Are these situations familiar to you? You keep your money in mutual funds, but you are really worried about losing money again You are faced with the issue of needing income to supplement your Social Security after you retire Are you grappling with having so many different decisions to make? MORNINGSTAR has recently completed a comprehensive...
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Carl Ostenson |
February 13, 2013 |
Press Releases
Annuity123 is excited and honored to report that Mark A. Estes has joined the Annuity123 network for the benefit of consumers in Louisville, KY, and surrounding areas who reference this unique website for obtaining personalized retirement planning guidance. Please see below for an overview of Mark A. Estes’ practice. Company Name: Senior Benefit Insurance & Solutions, Inc. Brief Business Description: Retirement Income Advisor for 23 years, specializing in: Reducing taxable liability on retirement funds; Providing Safe, Guaranties and steady growth; Developing income replacement strategies for...
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Carl Ostenson |
February 12, 2013 |
Press Releases
Annuity123 is excited and honored to report that Larry Lynch has joined its network of retirement income counselors for the benefit of consumers in both Florida and Maine who are in need of obtaining personalized retirement income guidance. Please see below for an overview of Larry Lynch’s practice. Company Name: Pelican Group Financial Services LLC Brief Business Description: Our business is centered around the philosophy that your retirement should be centered around how you envision your retirement and what your goals are during retirement. It...
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