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Archive | March, 2013

Retirement Income Protection

We are always on the look out for great educational pieces to explain annuities and we are happy to share when we come across a great article or video.  Here is a nice and simple way to explain what an indexed annuity is and how it can protect your retirement income.  

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World’s Largest Fund Manager Says Sell Stocks, Euro

Bill Gross and Mohammed El-Erian, co- managers of the World’s largest Mutual Fund at Pimco said the stock market is running out of gas and to buy 5 year Treasuries today, which are one of the major investment vehicles purchased by life carriers that sell indexed and income annuities that feature income riders.   Both  Click to Continue

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Are Tax Free Bonds Taxable?

They say there is a coffee shop on Wall Street  serving a Stock Market Breakfast-scrambled nest eggs. With millions of aging baby boomers continuing to work past normal retirement age, many clients are wondering if there is anything they can do to reduce income taxes on social security benefits. Annuities are one way to access  Click to Continue

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Is Clark Howard Wrong About Reduced Debt?

A Financial Adviser calls his client and says that he has bad news and worst news. Which would the client like to hear first? “The bad news,” the client says. “All your money will be gone in 24 hours”. “What’s the worst news?” To which the advisor says “I should have made this call yesterday”.  Click to Continue

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By the T-R-E-E, Savers Still Get a B

The more things change the more they remain the same or so it seems. One glaring fact is that for as far as I remember, Mutual Fund Investors, Indexed Annuity Savers and other investors have abysmally underperformed the market or their benchmark regardless of whether the market is up or down. For the last 10  Click to Continue

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Annuity Education

Are you looking for a place where you can gather annuity research from unbiased sources?  If you are thinking about adding an annuity to your retirement portfolio, be sure to educate yourself on how annuities work and the differences between the different types.   Retirement Think Tank and Annuity123 are two sources where you can  Click to Continue

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Treasuries Drop Again; 2 Quarters in a Row…

Any follower of this blog or the indexed annuity world knows that interest rates, specifically, the 10 year note, are extremely important for caps and rates within the products. Unfortunately, we haven’t seen strong interest rates in quite some time.  The biggest positive of this low interest rate environment is that the insurance carriers have found very  Click to Continue

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