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401(k) | Annuities | Assets | Estate Planning | Expenses | Income | IRA | Life Insurance | Portfolio | Social Security | Tax Sensitive Investing | Withdrawals

Stocks vs. Bonds vs. Annuities: Which Option Offers Greater Safety?
ByMike Sheehan October 14, 2023October 27, 2023

Stocks vs. Bonds vs. Annuities: Which Option Offers Greater Safety? Evaluating Risk Factors When considering personal goals and making investment choices, it is crucial to evaluate the risk factors associated with each option. Stocks, bonds,…

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401(k) | Annuities | Assets | IRA | Life Insurance | Pensions | Roth | Roth Conversions | Withdrawal

Annuity Surrender Charges
ByMike Sheehan October 14, 2023October 29, 2023

Exploring the Pros and Cons Understanding Annuity Surrender Charges Annuity surrender charges are fees that are imposed by insurance companies when annuity owners decide to withdraw or surrender their annuity contract before a specified period…

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401(k) | Annuities | IRA | RMD | Roth | Roth Conversions | Tax Sensitive Investing | Withdrawal

Exploring Roth IRA Conversion Benefits – Enhancing Your Retirement Strategy with Tax-Free Growth
ByMike Sheehan October 9, 2023October 9, 2023

Let’s talk a little bit about Roth conversions. Oh, wait a minute. Before we do, make sure you like, subscribe, and share this information with your friends and your family. I think they’re going to…

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