financial planning

What is an Annuity Free Withdrawal?

What is an Annuity Free Withdrawal?

One of the chief criticisms of annuities is their relative lack of liquidity. This is true in some respects. Annuity owners give up complete liquidity in exchange for other benefits, including insurer guarantees for lifetime income, guaranteed growth, or protection from downside risk. Many annuities now come with guaranteed income riders that can be turned off and on while letting you still access at least some principal. And most contracts do offer something called "free withdrawals."

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How To Shield Up To 25% Of Your 401k or IRA From RMDs

How To Shield Up To 25% Of Your 401k or IRA From RMDs

The SECURE Act brings the most sweeping changes to the U.S. retirement system in a decade. Because of that, there is bound to be some confusion about what the act actually does and how it might affect people’s own retirement standard of living. Let's go over QLACs.

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Start listening to Trailer: Independent Wealth Planner Strategies with Jennifer Lang
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Start listening to Trailer: Independent Wealth Planner Strategies with Jennifer Lang
0:58