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 |
March 27, 2015 |
Annuity Bonuses, Annuity Caps, Fixed Annuities, Index Annuities, Surrender Charges
When my clients ask me to list the most important ingredients required when looking to create and maintain a stress-free retirement plan, I explain to them that there are three basic financial requirements: a guaranteed income which they cannot outlive; little or no risk of losing their money/savings, and the ability to grow their money through participation in a growing stock market and NOT a receding stock market. I then inform them that there are financial tools that will help meet these three requirements, and...
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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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