Annuity Taxation
Annuity Taxation Annuity taxation will depend on what type of money you used to fund the annuity, pre-tax or post-tax. This is known as qualified or non-qualified. In this article, we will go over how both types of annuities [...]
Frequently Asked Annuity Questions
Frequently Asked Annuity Questions Annuities can be helpful but complex investment vehicles. We want to help clear up some of the mystery. To do this, in this article, we will answer several frequently asked annuity questions. What is an [...]
When to Being Taking Social Security Benefits
When to Begin Taking Social Security Benefits For many people, social security plays a big part in their retirement. But it is important to know when to begin taking social security benefits. In this article, we will go over the [...]
4 Retirement Pitfalls and How to Avoid Them
4 Retirement Pitfalls and How to Avoid Them Retirement pitfalls can throw a wrench in your plans and cause distress during retirement. In this article, we will review what 4 of these retirement pitfalls are and how you can [...]
Tax Identification Number Basics
Tax Identification Number Basics A tax identification number, or TIN, is an avenue the IRS uses for tracking. They are all 9 digits long. Except for social security numbers, they are all issued by the IRS. In this article, [...]