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Category: Annuities

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Annuities

Another One In The Can – Stage

May 6, 2021May 6, 2021 Gareth

It’s unanimous!  Baby boomers and investors alike love the Roth IRA account.  What’s not to love about having access to your contributions at any time

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Annuities

Best Annuities for Seniors

March 20, 2019 Papa Boomer

Like any financial investment, choosing the best annuity is a matter of personal choice and preference. For seniors, choosing the best annuity may depend on

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Annuities

How to Find the Best Fixed Annuity Rates

March 20, 2019 Papa Boomer

No matter what it is, a home loan, a savings account, or even gas prices, everyone wants the best rate. While it’s easy to pull

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Annuities Tax Stuff

Can You Take a Tax Loss on an Annuity?

March 20, 2019 Papa Boomer

The past couple of years, the stock market hasn’t been anybody’s friend.  The stock market was down more than 50% and many boomers are  feeling

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Annuities

Should You Invest Into a CD or Fixed Annuity

March 20, 2019 Papa Boomer

You’ve worked hard and managed to put a decent amount away.  By nature you are a very conservative investor so bank CD’s seem like the

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Annuities

Fixed Annuities- Are they right for boomers?

March 20, 2019 Papa Boomer

Modern day has most baby boomer investors confused on what’s right for them.  With ETF’s, target date retirement funds, and structured products, how is any

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Annuities

Fixed Annuity Term (Comparing Annuity Features)

March 20, 2019 Papa Boomer

If you are looking at purchasing an annuity, there are some things to consider first before even looking into the many kinds of annuities out

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Annuities

How does an Annuity Work?

March 20, 2019 Papa Boomer

An annuity is another way to consider saving for retirement. Most people are no longer relying on just social security payments to fund their retirement.

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Annuities

Life Expectancy Annuities

March 20, 2019 Papa Boomer

Annuities are an investment tool used to help fund retirement. Annuities pay out until the death of the annuity holder and therefore are often called

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Annuities

Life Income Annuity

March 20, 2019 Papa Boomer

Annuities are another way to save for retirement and senior living. Essentially you make payments or pay the premium for the annuity in full and

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