Retirees are thinking of annuities the wrong way — and it may trip them up, advisors say

People who buy annuities for lifetime income often think of them as an investment, when they're more like insurance, experts ...
Benzinga.com

Under the Radar: The Tax-Deferred Income Strategy Most Investors Overlook

For the uninitiated, K-1s are a tax form generated by a partnership to report income. If you own Master Limited Partnerships, you get a K-1 instead of a 1099. They can be a nightmare if you do your ...

The Bankruptcy Risk Hiding in Your Deferred Compensation Plan

Executives who spend years building up a non-qualified deferred compensation balance often assume it’s safe because it shows ...
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What Is a Deferred Annuity? Key Guide and Benefits

If you’ve been wondering what is a deferred annuity, it’s essentially a retirement savings product that lets your money grow tax-deferred until you decide to withdraw it. You can invest either a lump ...

Executives Are Deferring $300,000 in Income Before December 31st: Here’s Why the Math Works

Every year, thousands of corporate executives face a hard deadline: before December 31, they must decide irrevocably how much ...
The Business Journals

Deferred compensation: Advantages for employers and employees

Benjamin Harvey CFP®, CPWA®, ChFC®, CLU® Founder and Private Wealth Advisor, Summation Wealth Group To continue reading this content, please enable JavaScript in ...