401K maxed out? Think annuities.
Robert Rhodes 2017-07-12T17:47:25+00:00
401K maxed out? Annuities offer you an investment that can grow without the impact of taxes until withdrawals are made, they can be a good alternative to consider when other tax-deferred investments such as 401k plans and IRAs are maxed-out.
Say you’re putting the legally allowed limit into your 401(k) and you make a full contribution to your IRA every year, too. You also have a regular investment account with tax-efficient holdings, […]
As an adviser / broker, one of the most common misunderstandings I hear from small business clients is that their company is “so small” or even “too small” to be able offer health insurance. Often times this assumption comes in the form of a question, “Why would my company offer health insurance? After all, it’s just me and I’ve already got a plan.”
What exactly does Long Term Care Insurance, or LTC cover? Many people believe that LTC only pays for the cost of an Assisted Living Facility or nursing home when you arrive at the point in your life when you can no longer care for yourself. Well, yes, it can function as such, but there’s a lot more to it than that. Did you know that with the right […]
