Annuities and Tax Planning Boost Retirement Income and More

Smart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.

An older woman does yoga in her living room.
(Image credit: Getty Images)

You have worked hard to build up your retirement savings. You and your family live in a beautiful home. Yet, you still worry at least a little about whether you have enough money to really enjoy yourself, and to pay the bills for the rest of your life, including the late-in-retirement expenses for long-term care or a health crisis.

Perhaps that’s because other than Social Security, we rely largely on ourselves for building savings and the plans to access those savings to the best effect when we retire. The IRS, however, has spent some time on this issue, too, and that may prove helpful.

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Jerry Golden, Investment Adviser Representative
President, Golden Retirement Advisors Inc.

Jerry Golden is the founder and CEO of Golden Retirement Advisors Inc. He specializes in helping consumers create retirement plans that provide income that cannot be outlived. Find out more at, where consumers can explore all types of income annuity options, anonymously and at no cost.