Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Estimate the future value of your current savings.
How much will it cost to pay off a loan over its lifetime?
How much can you afford to pay for a car?
Knowing your likely life expectancy is an important factor in making long-term financial plans.