Category

Retirement

Catch-Up Contributions

A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 33% were not confident.1…

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What Is an Annuity?

Tip: Still Selling Strong. In 2017, investors purchased $192.1 billion in annuity contracts. Most of this capital—$108 billion—went into fixed annuities. Source: LIMRA, 2018 Individuals hold about $2.2 trillion in annuity contracts;…

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Split Annuity Strategy

When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to offer stability. For example, in the first quarter…

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What Is a Roth 401(k)?

While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer…

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