9 Facts About Retirement

Tip: 20% of retirees are currently providing financial support to a relative or friend. Source: 2015 Retirement Confidence Survey, EBRIRetirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a...

What Is an Annuity?

Tip: Still Selling Strong. In 2015, investors purchased $236.7 billion in annuity contracts. Most of this capital—$133 billion—went into variable annuities. Source: LIMRA, 2016Individuals hold more than $2.0 trillion in annuity contracts; a tidy sum...

A Primer on Irrevocable Life Insurance Trusts

I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money. Entertainer Arthur Godfrey 1 The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate...

Catch-Up Contributions

A recent survey found that 37% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 28% were not confident.¹Congress in 2001 passed a law that can help older workers make up for lost time....

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