Retirement Resource Library

Discover our carefully curated collection of retirement resources, designed to provide clear, reliable information on planning, saving, and managing your retirement. Each resource is hand-selected to help you make informed decisions and confidently navigate your financial future. Whether you're just starting to plan or nearing retirement, these tools and guides offer practical insights.

Immediate vs Deferred annuities

Despite not being as well-known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement. With about $2.2 trillion in assets, annuities hold more funds than Roth IRAs.

Perception vs. Reality

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer.

The same can be said about your retirement strategy.

SPLIT ANNUITY STRATEGY

When financial markets turn volatile, some investors flee the markets in search of alternatives that are designed to offer stability. For those looking for a way off Wall Street’s roller-coaster ride, annuities may offer an attractive alternative.