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  • About Us
  • Projects
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  • Podcasts
  • Love a senior day
  • Adventures with Betty
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  • About Us
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  • Resources
  • Podcasts
  • Love a senior day
  • Adventures with Betty
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Posts Tagged "annuity"

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Retirement Plan Distributions
12Jun
Financial Planning w/Parents Retirement
annuity death IRA labor lump sum money payments payout spending survivor taxes vested withdrawals
172

Retirement Plan Distributions

When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad options. Should you take the payout as systemati

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What Tax-Advantaged Alternatives Do I Have?
16Nov
Financial Retirement
annuity bonds financial investors savings account tax taxable
153

What Tax-Advantaged Alternatives Do I Have?

A strong savings program is essential for any sound financial strategy.
We take Benjamin Franklin’s saying to heart, “A penny saved is a penny earned,” and we save our spare cash in savings accounts a

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What Is an Annuity?
20Oct
Financial
annuity benefits contract expenses financial income insurance investment lifetime mortality prospectus retirement rick
67

What Is an Annuity?

An annuity is a contract with an insurance company that is funded by the purchaser and designed to generate an income stream in retirement. It is a flexible financial vehicle that can help protect aga

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