![Steve Soffer]()
Steve Soffer |
April 2, 2015 |
401k and IRA Blogs, Fixed Annuities, Life Insurance, Long Term Care, Retirement Planning, Your Retirement
Ok, cute title… but what the heck is a “2-Step” when it comes to taxes and my money? Well, if you currently have savings in a qualified 401k, 403b or 457 Deferred Compensation Plan, then one of your concerns is probably how taxes will impact your retirement as well as the legacy you leave your family. You might want to consider implementing this simple 2-step financial planning strategy. First of all, you might wonder, “Is it possible to use existing financial tools to create a...
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![Mark Goldfinger]()
Mark Goldfinger |
February 6, 2015 |
Annuity Basics, Annuity Fees, Income Riders, Index Annuities
More misconceptions and myths swirl around annuities than any other financial product. Some of the confusion may be due to the fact that annuities have greatly improved over the past 10 years, offering more options and benefits than ever before. One of the most flexible types of annuities is a fixed indexed annuity (FIA). An FIA is a financial product sold by insurance companies. The insurance company guarantees to protect your principal and give you the potential for growth linked to an index, such as...
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