Annuities allowed in Retirement Plans

July 01, 2014 by Tim Turner | Leave a Comment

The U.S. Treasury department has issued a rule allowing deferred-income annuities inside retirement plans.  One interesting twist is that the rule excludes the annuity’s cash value from the account balance that is used to determine Required Minimum Distributions.  So you could put some of your retirement plan into an annuity, but not take the income yet, and avoid the RMDs. Read More >>

Categories: Advanced Retirement Planning, Retirement News
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Annuities allowed in Retirement Plans

July 01, 2014 by Tim Turner | Leave a Comment

The U.S. Treasury department has issued a rule allowing deferred-income annuities inside retirement plans. One interesting twist is that the rule excludes the annuity’s cash value from the account balance that is used to determine Required Minimum Distributions. So you could put some of your retirement plan into an annuity, but not take the income yet, and avoid the RMDs. Read More >>

Categories: Advanced Retirement Planning, Retirement News
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What is your advice to Megamillions lottery winners?

December 18, 2013 by Tim Turner | Leave a Comment

Today two winners will split the massive $636 million powerball lottery jackpot. This sudden massive windfall to anyone will be a lot to bear.  We all have heard many stories of the unhappy downfall of so many other lottery winners. What advice do you have for these new lottery winners?  If they were to meet with you, what advice would Read More >>

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End of Year Retirement Planning

December 06, 2013 by Tim Turner | Leave a Comment

The end of the year is coming up.  What are you doing to plan for it? What are you doing for any end of year retirement, investment planning, or tax planning? If you are a financial advisor, please post your suggestions and ideas for others to read. Thanks and hope you have a GREAT holidays!

Categories: Personal Travel and Holidays, Retirement News, Torrid Tech Talk
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IS YOUR RETIREMENT LOOKING A BIT SCARY?

October 29, 2013 by Tim Turner | Leave a Comment

IS YOUR RETIREMENT LOOKING A BIT SCARY? Protect yourself from these 9 Terrifyingly Haunted Retirement Traps. (October 26, 2013) Marietta, GA—With one in every six elder Americans living below the poverty line, which is $22,350 for a family of four, according to the U.S. Department of Health and Human Services, retirement for many is a frightening subject; it’s the orange Read More >>

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