By Brian Manderscheid May 23, 2024 Mount Everest and the Decumulation Retirement Portfolio Annuities, Concepts In Brian’s article featured in Advisor Perspectives, he aligns climbing Mount Everest with retirement planning to illustrate the necessity of preparation, allocation, and navigation in any journey. Read this post
By Sean Brady May 20, 2024 Episode #331: Can I Reduce Income Taxes on My Social Security Benefits? Annuities, Money Script Monday In this episode of Money Script Monday, Sean reveals how taxes on Social Security benefits are based on taxable income and offers a strategy to lower that tax liability. Read this post
By Laurence Williams April 29, 2024 Episode #328: Building and Protecting Retirement Income Annuities, Money Script Monday In this episode of Money Script Monday, Laurence demonstrates the importance of alternative funding strategies for retirement readiness that can protect against the risks of market volatility and longevity. Read this post
By Michael Clementi March 25, 2024 Episode #323: Why Should I Buy an Annuity? Annuities, Money Script Monday In this episode of Money Script Monday, Michael explains why annuities may be the missing piece to your retirement planning puzzle by rationally weighing the costs and benefits of this lucrative financial strategy. Read this post
By Brian Manderscheid January 22, 2024 Episode #315: Test Drive an Annuity Calculator Annuities, Money Script Monday In this episode of Money Script Monday, Brian demonstrates how to calculate the potential income from an annuity while comparing it to other financial alternatives using the Test Drive an Annuity Calculator tool. Read this post
By Brian Manderscheid November 29, 2023 Use This to Combat the White House’s Criticism of FIAs Annuities In Brian Manderscheid's latest blog, he covers the recent media storm surrounding President Biden's scrutiny of FIAs and the implications of the new DOL proposal. Read this post
By Kyle Tomko November 13, 2023 Episode #308: An Easy Explanation of Fixed Indexed Annuities Annuities, Money Script Monday In this episode of Money Script Monday, Kyle demonstrates that fixed indexed annuities don’t have to be complex by breaking down FIA basics and detailing the processes involved in the accumulation and distribution phases. Read this post
By Kevin Nuber October 16, 2023 Episode #304: Refinance Your Annuity Income Annuities, Money Script Monday In this episode of Money Script Monday, Kevin reveals how high interest rates can create an opportunity for annuity owners to secure greater returns on their retirement income. Read this post
By Laurence Williams October 2, 2023 Episode #302: Annuity Myths Busted by the Wealthy Annuities, Money Script Monday In this episode of Money Script Monday, Laurence puts the top annuity myths to rest to educate retirees on the impact that this financial vehicle can have on the success of their retirement. Read this post
By Brian Manderscheid July 31, 2023 Episode #294: Should I Buy An Annuity Now or Wait Until a Recession? Annuities, Money Script Monday In this episode of Money Script Monday, Brian demonstrates the impact that interest rate environments can have on the outcome of an annuity purchase to offer more guidance around economic conditions to consider when adding an annuity to your financial plan. Read this post