Mutually Speaking
Understanding Trump Accounts
A Trump Account is a tax-advantaged investment account designed to help a child build long-term savings. It works like a traditional IRA for a child, and special rules apply while the child is under age 18. These accounts were created under IRC §530A. This article is meant to help readers understand how Trump Accounts work and…
Categories:
Annuities: The Unsung Heroes of Retirement Planning
There are many ways to grow your savings when it comes to retirement planning. A...
Why Adding an Annuity to Your Portfolio Is Beneficial
An annuity’s place within a retirement portfolio is often understated, but fortunately,...
Why You Should Consider an Immediate Annuity
An immediate annuity is a contract between an individual and an insurance company in...
Two Retirement Benefits of Fixed Annuities
Saving for retirement can be complicated, but it doesn’t have to be. An annuity can do...
What Is the Difference Between Life Insurance and an Annuity?
Both life insurance and annuity contracts are sold by life insurance companies, however,...
What to Expect When Purchasing Your First Annuity
An annuity is a contract between an individual and a life insurance company in which an...