
How do interest rate hikes affect income annuities?
Interest rates are rising, and there are certain plans for the Fed to continue to increase the Fed funds rate. How does rising rates affect the payout of an income annuity?
Interest rates are rising, and there are certain plans for the Fed to continue to increase the Fed funds rate. How does rising rates affect the payout of an income annuity?
Josh and Will discuss how a properly structured permanent life insurance policy can features similar to a Roth IRA, particularly tax free growth, but without the income and contribution limits associated with a qualified plan.
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations.
The guys discuss how to do a personal financial assessment, diving into items like taxes, income, qualified retirement plan contributions, risk management and whether it’s time to take chips off the table or not.