Indexing Strategies to Eliminate Stock Market Risk
Bob Klein explains how a fixed index annuity works and how it can help you manage downside risk. Continue Reading
Nonqualified Fixed Income Annuities: A Timeless Tax and Retirement Income Planning Opportunity
One retirement income strategy that will be virtually unscathed by President Biden’s proposed tax increase is longevity insurance, more commonly known as fixed-income annuities. Continue Reading
Reduce Capital Gains Tax on the Sale of Your Business
Savvy business owners planning to sell their business can reduce or eliminate income tax liability from capital gains by using a long-standing IRS-blessed strategy called a charitable remainder trust, or CRT. Continue Reading
Take Some Chips Off the Table and Add Them to Older Income FIAs
It’s a great time to purchase or add funds to fixed income annuities as part of an overall retirement income plan given the continued escalating stock market highs. Continue Reading
RMDs Required Again in 2021
If you didn’t take distributions from your retirement plan and IRA accounts in 2020, you may be surprised by your 2021 RMD. Adviser Robert Klein explains how changes to the rules in 2020 will impact you in 2021 and beyond. Continue Reading
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