Latest articles by Jerry Golden, Investment Adviser Representative
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Curious About a QLAC? SECURE 2.0 Act Gives This Annuity a Boost
New legislation raises the amount you can transfer from your rollover IRA to a qualifying longevity annuity contract (QLAC), reducing RMDs and increasing guaranteed lifetime income.
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Even After a Year Like 2022, Your Retirement Income Plan Can Stay on Course
Predictions about what the markets will do or how the economy will perform are often wrong. That’s why it’s better to “prepare” rather than “predict,” and that requires establishing some basic assumptions.
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Doing Your Retirement Income Planning in the Right Order Matters
A strong retirement income strategy considers many factors, including the retiree’s unique financial resources and needs. How and when you tackle them is critical.
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Finding Peace of Mind With Your Retirement Income
Even in tough times, you can secure retirement income that lets you maintain your lifestyle, lasts a lifetime, adjusts for life events and leaves a legacy for the kids.
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Become Your Own Pension Manager
annuities To build your own pension, follow the playbook that corporate pension managers use.
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Retirement Income Plan – Better Than a Pension?
annuities A pension’s security is reassuring, but there are some advantages to creating your own plan for retirement income using income allocation planning instead of relying on your employer to provide a major source of your income during retirement.
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How Much More Retirement Income Can You Get?
Each investor is unique, so the answer to that isn't as simple as it sounds. Let's take a look at a few different scenarios to see the outcomes.
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Retirement Planning: One Size Doesn’t Fit All
For the most important financial decision of your life, you need a plan that’s tailored especially for you, rather than simply following rules of thumb.
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Investing for Retirement Income Is Different – Rethink 60/40 Rule
retirement planning Investors saving for retirement are familiar with the 60/40 rule, concerning stocks and bonds. But for retirees, a different kind of 60/40 rule applies – one designed to deliver lifetime income.
