By Sean Brady November 4, 2024 Episode #353: Maximize Tax Efficiency with Roth Conversions and Annuities Annuities, Money Script Monday In this episode of Money Script Monday, Sean shares his insights on blending Roth conversions with annuities to maximize tax efficiency and protect your legacy. Read this post
By Kyle Tomko September 16, 2024 Episode #346: How Annuity Carriers Set and Renew Rates Annuities, Money Script Monday In this episode, Kyle explains how annuity companies divide their general portfolio investments and the role interest rates and volatility play in dictating a change in an annuity cap. Read this post
By Adam Reyna September 9, 2024 Episode #345: Insider Info on Latest Partner-Exclusive Annuity Annuities, Money Script Monday In this episode of Money Script Monday, Adam introduces how this product’s unique gain-control options can empower advisors to deliver better outcomes for clients in both up and down markets. Read this post
By Kyle Tomko September 5, 2024 Fed to Cut Rates? Secure 17-Year High Annuity Rates Now Annuities In Kyle's article featured in Advisor Perspectives, he draws attention to the timely opportunity to lock in elevated annuity rates before the potential cuts this month. Read this post
By Kevin Nuber August 19, 2024 Episode #343: How to Avoid Missing Out on a Secure Retirement Annuities, Money Script Monday In this episode of Money Script Monday, Kevin highlights the high cost of waiting to save for retirement and explains how locking in today’s favorable rates presents an opportunity for those looking to secure more guaranteed income in retirement. Read this post
By Lucas Miller August 8, 2024 How Retirees Are Multiplying Their Spending Power Annuities In this blog, Lucas shares research findings on how retirees utilize annuitized income to enhance their spending power and enjoy a more fulfilling, stress-free retirement. Read this post
By Laurence Williams July 29, 2024 Episode #340: You Earned It, Protect It! Annuities, Money Script Monday In this episode of Money Script Monday, Laurence brings attention to the increased severity of market volatility for retirees and emphasizes the importance of protected income sources for a stable retirement. Read this post
By Brian Manderscheid May 23, 2024 Mount Everest and the Decumulation Retirement Portfolio Annuities, Concepts In Brian’s article featured in Advisor Perspectives, he aligns climbing Mount Everest with retirement planning to illustrate the necessity of preparation, allocation, and navigation in any journey. Read this post
By Sean Brady May 20, 2024 Episode #331: Can I Reduce Income Taxes on My Social Security Benefits? Annuities, Money Script Monday In this episode of Money Script Monday, Sean reveals how taxes on Social Security benefits are based on taxable income and offers a strategy to lower that tax liability. Read this post
By Laurence Williams April 29, 2024 Episode #328: Building and Protecting Retirement Income Annuities, Money Script Monday In this episode of Money Script Monday, Laurence demonstrates the importance of alternative funding strategies for retirement readiness that can protect against the risks of market volatility and longevity. Read this post