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Archive | June 16, 2013

Different Types of Riders on Annuities

Riders are optional benefits that a client can add to their annuity contract.  Usually, these riders have fees associated with them, but some times they can be free.  The question becomes should a client add riders to their annuity and if so, which riders.   Most Indexed Annuities offer riders on their contracts.   In the  Click to Continue


Retire Rich

One question that I am sure most of us have pondered is how can we retire, and more importantly how can we retire rich.  You may be thinking the only way to retire rich is to make a lot of money, get rich, and then retire, right?   I was watching a documentary this past  Click to Continue


Avoiding the 10% IRS Penalty for Early Distribution from Qualified Plans

If you try to take money out of your IRA, 401(k), or any other qualified plan, you may be subject to a 10% IRS penalty if you are under the age of 59 1/2.  However, there are several exceptions to avoid this penalty. One exception is retiring early from your job.  If you retire early,  Click to Continue