Latest articles by Ken Nuss
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A Financial Review in Early 2023 Can Optimize Your Strategy
Look to build savings, reduce risk, minimize taxes and ensure a successful retirement by reviewing your budget, contributions, allocations and beneficiaries.
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Need Income Until Social Security Kicks In? Consider an Income Annuity With a Time Limit
Period certain income annuities come in handy in other situations, too, and they provide high guaranteed income.
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Annuities: How to Turn Retirement Savings into Retirement Income
annuities An income annuity can convert your savings or a pension-plan lump sum into a lifetime stream of income. Here are the basics on how annuities work and some points to consider before buying.
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Looking for the Best Rate on a Fixed Annuity? Shopping Around Really Pays Off
annuities Some annuities pay significantly more than others, so doing your research to compare rates and keeping key factors in mind can score you a much better deal.
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3 Ways to Get Future Lifetime Income with Annuities
annuities Looking to maximize retirement income? Fixed-rate, income and indexed annuities offer different ways to get there, either as stand-alone strategies or in sequence.
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Income Annuities Take Risk Out of Retirement
annuities When used properly, annuities provide invaluable security, so why aren't more people going for them? A study has some insights and recommendations, while Congress tackles legislation to encourage their use.
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New IRS Rule Lets Early Retirees Take More Money from Plans
annuities Substantially equal periodic payments are one way to avoid the 10% early withdrawal penalties from your IRA or 401(k), and fixed annuities can play a valuable role in this early retirement income strategy.
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It’s IRA Season – Ensure Your Assets Are Optimally Invested
annuities When you’re making your final contributions for 2021, think hard about how to invest them. IRA annuities help reduce risk. Different types have distinct pros and cons and can play a valuable role in your asset allocation.
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Laddering Fixed-Rate Annuities Offers Rates That Beat Bank CDs, Plus Flexibility
annuities For reliable income in today’s low-interest rate environment, consider a collection of three- to five-year fixed-rate annuities. Multi-year guaranteed annuities, or MYGAs, are one option that’s popular now.
