![Carl Ostenson]()
Carl Ostenson |
March 19, 2013 |
Carl Ostenson, Income For Life, Income Riders, Member Posts, Retirement Planning
Is it possible to upgrade your older annuity into a new one that has more benefits? The short answer is, YES. But the real answer is that it depends, and you need to do a little homework to be sure you are making your situation better, not worse. First let’s go through some common reasons why people might want to switch from one annuity to another. 1) Fees: This would apply mainly to Variable Annuities. The total fees can range from 2% to over 5%...
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![Carl Ostenson]()
Carl Ostenson |
March 4, 2013 |
Carl Ostenson, Member Posts, Retirement Planning, Your Retirement
“If you find yourself in a hole, stop digging. “ Will Rogers Let’s look at the problem of “Figuring out how to set up your retirement accounts so you get the income you need and lower the risk of running out of money.” First……. Let’s Review Dollar Cost Averaging If you have a 401k at work, you are probably familiar with the term Dollar Cost Averaging. For example. Let’s say you set aside $300 a month to go into your 401k. That $300 goes into...
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Carl Ostenson |
November 15, 2012 |
Press Releases
Annuity123 is excited and honored to report that Carl Ostenson has joined the Annuity123 network for the benefit of consumers in the Chicagoland area who reference this unique website for obtaining personalized retirement planning guidance. Please see below for an overview of Carl Ostenson’s practice. Company Name: Ostenson Group Brief Business Description: Learn how to structure your IRA or 401k so it provides you with sustainable income for life. Most people will need income from their IRA’s or 401k’s after they retire. We specialize in...
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