
What Is the Most Tax-Efficient Way to Take a Distribution from a Retirement Plan? If you receive a distribution from a qualified retirement plan…

Question: Does an annuity make sense for a retiree? Answer: If you use it properly! If it serves a specific purpose to help you have…

We all know someone who has needed long-term care at some point in time. In fact, of those who are currently 65, about 44% will use…