Latest articles by Ken Nuss
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Shrink Your RMDs in 2021 and Beyond
annuities QLACs are a special type of annuity that lets you cut RMDs from your IRAs next year and beyond, reduce the taxes you pay and guarantee more lifetime income in old age.
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Pension or Lump Sum? Compare Payouts and Options Before You Decide
annuities If you’re eligible for a pension, congratulations. However, you may be able to do better than just taking what you’re offered.
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Is an Immediate Annuity for You?
annuities Before buying, ask some key questions to learn exactly what you’re getting and how this type of annuity can create reliable retirement income.
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Thinking of Buying a Fixed Annuity? Ask These Questions First
retirement Of all the types of annuities out there, a fixed annuity is the one that's most straightforward. Is it the one that's right for you?
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12 Things You Didn't Know About Annuities
retirement Oftentimes when it comes to retirement, you don’t know what you don’t know. See if what you know about annuities is correct. You might be surprised.
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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.
