Most of the bad things you hear about annuities are probably true. And most of the bad you hear is referencing variable annuities.

Case study of exactly how to position yourself for a comfortable stream of lifetime income with tons of flexibility as well.

Don’t let taxes eat away at your retirement income. Take these 4 key tax considerations into account in your retirement plan.

A comprehensive review of the big changes made to social security in 2024.

Case study of a 62-year-old couple who wants to completely eliminate market risk and secure some extra guaranteed income.

We will all see the market drop during our retirement… so what does that do to YOUR retirement plan?! Here’s how to protect yourself.

If you have more than you can spend start repositioning that money for a tax-free transfer. You can CREATE wealth for your…

You can collect a LOT of taxable retirement income without as big of tax bill as you might think. Maximizing this taxable income is…

56-year-old couple sells their engineering firm & wants to know how to retire tax-free with 6-figures per year of retirement income.

Imagine giving away 77% of your investment wealth over your lifetime thinking you got a “good deal”… unfortunately that’s reality for many.

If your investments do well it could create a tax problem for you in the later years of retirement. There are ways to mitigate this risk.

Ensuring that your income lasts is always priority #1 in retirement, but minimizing your tax bill is also incredibly important. Here’s how!