3 Big Retirement Withdrawal Mistakes

3 Big Retirement Withdrawal Mistakes

So what are the three big retirement withdrawal mistakes? Let's go through them quickly, and then I'm going to dig in, but I know you're saying, "Stan, give me the answer, give me the answer right now."
Having Annuity Companies Buy Bonds for You

Having Annuity Companies Buy Bonds for You: Shootin' It Straight with Stan®

Today's topic is unique, and when I told my CEO, She was like, "I don't know about that one." The topic is having annuity companies buy bonds for you. Now for the people that are listening to me on the podcast platforms, thank you so much, and I guess you could look at me on my Fun With Annuities YouTube channel to see my scruffy face.
Is a Pension Plan Just a Good ‘Ole Annuity?

Is a Pension Plan Just a Good ‘Ole Annuity?

Yep. A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer and how they've set things up.The key with the pension plan is you have to look at the claims-paying ability of your employer.
Ted Benna: The Inside Scoop From The Founder Of The 401k

Ted Benna: The Inside Scoop From The Founder Of The 401k

There are not too many people that can say they changed the majority of American's lives for the better, and be able to show a dollar figure to prove it. Ted Benna is one of those unique people.
Annuity Examples: Lifetime Income Annuity Choices

Annuity Examples: Lifetime Income Annuity Choices

We're talking about lifetime income choices using annuities.
Does An Annuity Count As Income

Does An Annuity Count As Income

The topic is, does an annuity count as income?
You Already Own Two Annuities: Shootin' It Straight with Stan®

You Already Own Two Annuities: Shootin' It Straight with Stan®

Today's topic is you already own at least two annuities. You say, what? Wait. Stan, The Annuity Man®, I hate all annuities. I was told to hate all annuities. I was told that if I buy annuities, I should enter the gates of hell. Somebody told me that on TV or something to that effect. I disagree with you, Stan, The Annuity Man, person with no last name. I do not own any annuities.
Amanda-Jo Wilt: Making The Most of the Years You Have Left with "The Boomer Nutritionist"

Amanda-Jo Wilt: Making The Most of the Years You Have Left with "The Boomer Nutritionist"

Having money and being financially secure is a great thing. But if you don’t feel good, it really doesn’t matter. Nod your head.
Are Fixed Annuities a Good Idea

Are Fixed Annuities a Good Idea

Today's topic is one that I've done before, but I need to repeat myself so you will understand the eccentricities, the details, the specifics, all that good stuff. They're called facts about annuities. Today's topic is, are Fixed Annuities still a good idea? I think a bigger question is annuities a good idea?
Transfer 401k to Annuity: Should You?

Transfer 401k to Annuity: Should You?

With over 10,000 baby boomers reaching retirement age every single day, many of these retiring workers are asking questions like “Can I move my 401k without penalty?” and “Should I transfer my 401k to an annuity.” Both are questions that involve a 401k rollover strategy.
How Do Annuities Work At Death

How Do Annuities Work At Death

Do annuities work at death? Are there annuities where if you begin to take income or annuitize and then you suddenly pass away that "the bad insurance company" will keep your principal? If so, under what circumstances?What that question is referring to is a structure called life only.
Your CPA Is Not Your Financial Advisor: Shootin' It Straight with Stan®

Your CPA Is Not Your Financial Advisor: Shootin' It Straight with Stan®

Today's topic is a good one. It's your CPA is not your financial advisor. I got a call the other day, and this is not a unicorn call. I get these all of the time. The lady that called me was, unfortunately, just widowed.
Steve Vernon: How To Avoid Going Broke in Retirement

Steve Vernon: How To Avoid Going Broke in Retirement

Steve Vernon is one of the most sought-after retirement experts in the country. He is the president of Rest-of-Life Communications, where he speaks, writes, and conducts research on the most challenging aspects of retirement, finances, health, and lifestyle.
Annuity Retirement Calculator with Inflation Options Using SPIAs, DIAs, and QLAC

Annuity Retirement Calculator with Inflation Options Using SPIAs, DIAs, and QLAC

Today's topic, we're talking about annuity retirement calculators and using SPIAs, DIAs, and QLAC for inflation, how to do that.
An Immediate Annuity Has Been Purchased With A Single Premium (SPIA)

An Immediate Annuity Has Been Purchased With A Single Premium (SPIA)

Let’s talk about Single Premium Immediate Annuities, the granddaddy of all annuities, and how that works.