Latest articles by Ken Nuss
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Shelter from the Storm: Safe, 'Boring' Financial Products Are Exciting Today
Making Your Money Last That's especially true for people in their 60s and older. Those looking to earn a little more than what's offered by U.S. Treasury bonds and CDs might want to take a look at deferred fixed annuities.
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How the SECURE Act Fits into Your Retirement Plan
retirement A couple of its key features are designed to help people save more for retirement. That's a good thing, considering that Social Security benefits may be skimpier in the future.
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Covering Your Monthly Expenses in Retirement: Estimate Them, Then Secure Your Income
retirement The best way to make sure you have enough money to last you through retirement is to focus on the income you need to support yourself, rather than the "magic number" you’d need to save.
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Inheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax Benefits
retirement There are a few different ways beneficiaries of annuities can claim their inheritance. One you might not have heard of is called an "annuity stretch." It gives non-spouse beneficiaries a way to receive income and defer taxes.
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Should You Buy an Annuity for Your Grandchild?
retirement There are plenty of ways to leave a legacy, but a deferred income annuity is one creative option that offers guaranteed payments and tax advantages.
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A New Year's Checkup for Financial Success in 2020 and Beyond
retirement Now that a new decade has started, get motivated to make it the best ever for your finances by taking a few practical steps.
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7% on a Fixed Annuity? Don't Believe It.
annuities Ads touting 7% guarantees are misleading, though not quite false. Real rates around the 4% range are attractive enough.
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You Need an Asset Allocation Plan Even More in a Bull Market
retirement It's tempting to overinvest in stocks today, but everyone needs some safe ballast. For part of your safe-money portion, fixed annuities offer guarantees, higher rates and tax deferral.
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When Used Correctly, Deferred Annuities Deliver Powerful Tax Advantages
retirement To take full advantage, pick the right type of annuity and take care to set up your beneficiaries correctly.
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Why Annuities Could Be an Especially Good Deal for Women
retirement Ensuring a secure retirement, with a lifetime of dependable income, comes with many challenges for women. But there is a way they can create their own pensions.
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Annuity Exchanges, Full or Partial, Boost Flexibility without Creating Taxes
retirement 1035 exchanges let you trade up for a better annuity or trade in unneeded life insurance.
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