Q&A Friday: Is It a Taxable Event to Transfer IRA Money to an Annuity?
Today we go over transferring IRA money to an annuity and how taxation works. We also cover the process with The Annuity Man and how we help during the transfer.
Lifetime or Interest Income?: Shootin' It Straight With Stan
With the current interest rates, there are two great choices regarding annuity income. We'll discuss those choices and talk about establishing an income floor and peeling off the interest.
Which Is Better: Mutual Fund vs. Annuity
Today we dive into the differences between mutual funds and annuities and review the pros and cons. We will ask questions to help you determine what you want your money to do and how to solve it.
Q&A Friday: Can You Buy Annuities Using 401K Money?
Do you have 401k assets and wonder if you can use that money to buy an annuity? Let's discuss a few strategies you can implement and how taxing works with them.
Annuities for a 9-Year-Old: Shootin' It Straight With Stan
Today we discuss some of the complex products in the annuity space and how to avoid falling for bad pitches at those fancy dinner seminars. We dive into the concept of explaining an annuity to a 9-year-old and what's the significance behind that.
The Top 3 Reasons You Need to Have an Annuity in Your Life
Are you thinking about getting an annuity? Today we dive into 3 reasons why you need an annuity and the options you can choose.
Q&A Friday: Can You Buy Annuities Using Roth IRA Money?
Let's answer today's question and discuss which annuities you can use and the tax implications they may bring using Roth IRA money.
Annuity $$ Doesn’t Have to Go Poof: Shootin' It Straight With Stan
There's a misconception that annuity companies keep the money when you die. We will talk about what really happens and how to structure your annuity so the evil annuity company doesn't keep a penny.
3 Ways to Convert Retirement Savings Into Income
In today's topic, we will discuss some strategies that will help build an income stream during retirement.
Q&A Friday: Are MYGAs Callable?
Can the interest rate change with MYGAs? Let's dive into the contractual guarantee with MYGAs and if they are callable.