Articles

The Basics of Retirement Income Planning

1. Four Major Pitfalls of Investment During Retirement
2. The Scoop on Social Security
3. Understanding Risk
4. Will You Run Out of Money? 
   1. Trinity table 1
   2. Trinity table 2
   3. Trinity table 3
   4. Trinity table 4

5. Should Wealthy Individuals Self-Insure for Long-Term Care Needs?

Selecting Investments for Retirement Income

1. Investment Options for Income Planning Getting the Best Return on Your CDs
   1. High Yield FDIC Insured CD
2. Annuities as Retirement Income Vehicles
   1. Immediate Annuities
   2. The Immediate Annuity Solution to Long Term Care
   3. Health-adjusted SPIAs: Poor Health Can Be a Factor in Producing More Income
   4. An Old Source of Income With a Modern Twist
3. Preferred Stock
   1. The Alphabet Soup of Preferred Stock
4. Income Trusts
5. Giving to Charity and Providing an Income Source
6. Federally-Backed Mortgage Notes
7. Closed-end Income Funds
8. Structured Notes
9. Reverse Mortgages

Reducing Your Taxes in Retirement

1. Avoiding Expensive Tax Pitfalls in Retirement
2. Mutual Funds and The New Tax Laws
3. Are Your Annuities a Ticking Tax Bomb?

Estate Planning Concerns

1. Will Your Money Really Go Where You Want it to?
2. Life Insurance as Part of Your Income Plan
3. Protecting Your IRA From Unnecessary Taxation