Eliminating Sequence of Returns Risk in Retirement

Eliminating Sequence of Returns Risk in Retirement How a Fixed Indexed Anuity with an Income Rider Can Protect IRA RMDs One of the greatest hidden risks in retirement planning is sequence of returns risk. This risk becomes especially dangerous when retirees are...

What does it mean to be secure?

We all struggle with security/insecurity . Personally, I worry about what others think of me. Did I say something wrong? Why am I “weird”? What does “quirky” mean? Is “quirky” a good thing?  (Okay, I might have just revealed a...

Understanding Index Annuities’ Crediting Options

Avoid the turbulent water of the market with smooth sailing with an Index Annuity. Let’s face it, Index Annuities can be confusing to say the least.  In sum, index annuities provide you with upside potential with protection from losses in the market. As you near...