With all the economic uncertainty the coronavirus has caused, there’s a huge shift of money into annuities. Today, Beau revisits a few questions you need to ask before buying into an annuity.
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Having a retirement savings plan is a great start — but you may be making some very common mistakes that will ruin your retirement. If you’re setting aside money for retirement, you need to make sure you’re avoiding these mistakes. Here’s what you need to know.
Filing for income taxes each year can be confusing no matter how old you are. But if you’re over 65, a revised tax form may make next year’s filing much easier. In today’s update, Beau gives you a sneak preview of what that could mean for you!
There are plenty of ways to use a spouse’s or ex-spouse’s work history to boost your own Social Security benefit. But it can get tricky. In today’s update, Beau shares a story about a widow who made a costly Social Security filing mistake by not filing on her late husband’s work record. And he shows how you can avoid doing the same thing.
Congress is proposing a new act that at a glance sounds great for parents. But it could pose a serious threat to your retirement income if passed. Today, Beau explains what Congress has in plan and how prepare for the unexpected.
The SECURE Act introduced some of the biggest changes to retirement planning in recent years. One of the new provisions of the new legislation is the elimination of the “stretch IRA.” In today’s update, Beau explains the new rules and shows you how to work around the change.
There’s only one way to create a lifetime of guaranteed income, and that’s through an annuity. Today, Beau explores the protective features of one of the safest annuities out there.