RetirementGuyJul 311 min readThe ‘Three-Legged Stool’ of Retirement Is Missing a LegOnce, the tale goes, American workers relied upon a three-legged stool for their retirement income: 1) Social Security, 2) pensions, and...
RetirementGuySep 14, 20231 min readAnnuities Have an Awareness Problem: Why That MattersIn the 1934 comedy classic It’s a Gift, W.C. Fields’ character encounters an aggressive, slick-talking annuities salesman in an indelible...
RetirementGuyAug 28, 20231 min readSome Annuities Offer Big LTC Benefits BoostsTrue Tamplin thinks one annuity feature that agents and advisors should consider talking more about is long-term care benefits boosters....
RetirementGuyJul 27, 20231 min readWhat is an annuity and when is it a smart investment?If you’re nearing retirement, one of the most important (and potentially stressful) questions you have to ask yourself is “do I have...
RetirementGuyJul 13, 20231 min readBest Variable Annuities of this monthA variable annuity is a way to get the stability of a traditional annuity product with the gains of an investment account—for a price....
RetirementGuyDec 29, 20221 min readInheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax BenefitsOne of the biggest advantages of an annuity, tax deferral, can be lost when anyone other than a spouse inherits an annuity. Then, all...