Bio Jerry Golden, Investment Adviser Representative

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Jerry Golden, Investment Adviser Representative

President, Golden Retirement Advisors Inc.

Phone: 877.263.5576
E-mail: info@goldenretirement.com
Golden Retirement Advisors Inc., jerrygoldenretirement.com
Go2income.com, www.go2income.com
Facebook: www.facebook.com/GoldenRetirementcom

Jerry Golden is a nationally recognized advocate for consumers planning their retirement. As an innovator, Jerry has often had to challenge the accepted wisdom of the insurance, annuity and retirement industries, and drive regulatory change where necessary. He holds two patents on the design and integration of income annuities into retirement portfolios.

Jerry is now focused on delivering his expertise to consumers by helping them create retirement plans that provide income that cannot be outlived. As a result, he founded Go2income.com, a site where consumers can explore all types of income annuity options, anonymously and at no cost.

Leading financial publications have featured Jerry's research and ideas, including Bloomberg Online, Huffington Post, MarketWatch and NextAvenue, along with numerous trade publications and daily newspapers, and his blog, Jerry Golden on Retirement, has been rated one of the top 100 retirement blogs.

Jerry held executive positions at AXA Equitable and MassMutual, was the founder of Golden American Life Insurance Company and is president of Golden Retirement Inc.

Latest Features

Building Wealth
January 2020

Prepare for Detours in the Market: Manage Your Plan in Real-Time

When the stock market takes a dive, retirees with resilient income allocation plans still get by swimmingly. Here's what that looks like.

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Building Wealth
December 2019

How to Crunch the Numbers on When to Claim Social Security

What's the smartest way to claim benefits? Well, don't believe those who say you're stupid if you claim early or that age 70 is always the way to go. It depends on your own circumstances.

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Building Wealth
December 2019

How to Cut Your Investment Fees in Half

A 1 percent fee may not sound like much at first, but don't let that fool you. It may be much more costly than you realize.

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Building Wealth
November 2019

Don't Bet Your Retirement on Monte Carlo Models

They measure market risk but don’t eliminate it, and they don't consider all the twists and turns life can take. Instead, build a plan to create a stable income throughout your retirement, no matter what.

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Building Wealth
November 2019

How to Reduce Taxable RMDs and Improve Your Retirement Income Plan at the Same Time

Adding annuity payments to your IRA withdrawals could save on taxes and help ensure a stable cash flow throughout your retirement. With that in mind, here's a QLAC strategy to consider.

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Building Wealth
August 2019

What Happens to Your Retirement Plan Now That the Fed Lowered Interest Rates?

As you design your retirement income plan, you might think that the Fed's cut in interest rates will force you to switch gears. But remember: Whether it's dividends, interest or annuity payments, don't try to time the market.

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Building Wealth
July 2019

How to Lower Your Retirement Tax Rate to Less Than 10%

Managing your income by using the right mix of investments and annuities in retirement could help you trim your retirement tax rate to under 10% ... even for those investors with $4 million in assets.

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Building Wealth
May 2019

5 Ways to Increase Your After-Tax Spendable Income - and Legacy

Did you enjoy writing a check to Uncle Sam on April 15? No? Well, then try these strategies to increase your spendable after-tax income (and leave more to your heirs) over the long term.

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Building Wealth
April 2019

Retirement Planning Reinvented

To help maximize your income and reduce your risk, try building your retirement on the allocation of income among dividends, interest, annuity payments and withdrawals.

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Building Wealth
March 2019

Are Income Annuities Fair?

An off-kilter idea of fairness may be getting in the way of some people's long-term plans for guaranteed income.

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Building Wealth
January 2019

2019 New Year's Resolution: Fix My Retirement Plan

A five-step plan to map out your retirement income potential, create a budget and help put your long-term goals safely in reach.

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Building Wealth
January 2019

How SHOULD Income Annuities Be Taxed?

Here's a tax idea to increase income for retirees while reducing the deficit.

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Building Wealth
December 2018

How Income Annuities are Taxed – and Why

The guaranteed payments for life that income annuities deliver offer retirees a great sense of security. What people might not realize is that how those payments are taxed will depend on how the annuities are bought.

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Building Wealth
October 2018

Keeping Up to Date on Your Income Annuity Quotes

Food comes with expiration dates, and so should your retirement plan. If you think you know what type of guaranteed annuity payments you qualify for because you once checked, well, it could be time to check again.

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Building Wealth
October 2018

How to Boost Retirement Income by Making It Safer

Which sources of retirement income are the safest, and how do they fit into your overall income plan?

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Building Wealth
August 2018

How to Eliminate Several Risks While Generating More Retirement Income

In today's low-rate environment, it’s tough for retirees to earn much on their investments without amping up risk. Here's one strategy to try.

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Building Wealth
August 2018

YOU Are the Biggest Threat to Your Retirement Plan

When the going gets tough in the market, people invested in stocks have the natural impulse to pull out to cut their losses. By using an income allocation plan instead, you can ride out downturns more confidently.

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