Blog Articles

Can My Heirs Be Handcuffed with an Annuity?

Lifetime income annuities, like Single Premium Immediate Annuities (SPIAs) and Deferred Income Annuities (DIAs), are irrevocable contracts with no liquidity.  You will get all of your money back if structured properly at the time of application, but it will be in payment form.

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What are the Alzheimer’s Signs?

As we age, it’s normal to begin worrying about Alzheimer’s disease. Alzheimer’s is an irreversible, progressive brain disease that slowly destroys memory and thinking skills, leading to cognitive impairment that severely affects daily living.

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What are the Penalty-Free IRA Withdrawals?

The contributions you make to your individual retirement account (IRA) are intended to supplement your income during your retirement years. However, as much as you’d like to let your IRAs remain untouched until retirement, unforeseen expenses may force you to withdraw some of those assets early.

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