Retirement

Retirement strategies >>

Dan McGrath
5 reasons you need an annuity that the Motley Fool will never tell you
Article posted by Dan McGrath
Here are the five very simple reasons why, if you plan on retiring and living in retirement for longer than five years, you may want to rethink this “Foolish” advice.

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Investments >>

kstartt
Make an annuity date with real estate right now
Article posted by Kevin Startt
Most agents who sell indexed life and annuity products remain non-securities licensed, so it is natural for the agent to gravitate towards the comforting confines of the three major crediting methods: monthly point-to-point, monthly averaging and annual point-to-point. The earliest civilizations understood the need for diversification. In addition, they understood the importance of real estate in the process. It is no surprise then that agents would begin to think about alternative indices, like real estate.

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Retirement plans >>

David Shields
Taking your RMDs in retirement
Article posted by David Shields
We pay taxes our whole working life, and even in retirement we are subject to them. There are, however, ways to make paying those taxes easier.

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Economy >>

Mike Anthony
​Families using Medicaid annuities get big assist from federal judge
Article posted by Mike Anthony, JD, CMP™
Several Medicaid applicants sued the state of Ohio’s Department of Job and Family Services — the program which administers the state’s Medicaid program — over improper treatment of Medicaid-compliant annuities that led to wrongful denials of assistance for long-term care services.

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Regulatory >>

Daniel Williams
3 steps to stopping the cycle of financial abuse
Article posted by Daniel Williams
Financial abuse is a growing problem among consumers. Find out the steps to stop the cycle.

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