Long-Term Care Insurance — Tax-Free Income When You Need It

Long-Term Care Insurance — Tax-Free Income When You Need It

The overriding goal of retirement income planning is to generate sufficient after-tax, inflation-adjusted income streams to match projected expenses during different stages of retirement. Although this can be quite challenging due to all of the unknown variables, there’s one situation where it’s possible to match the timing of the income stream to the expense, and,… Continue Reading

Did Your Medicare Part B Premium Increase 270% in 2016?

Did Your Medicare Part B Premium Increase 270% in 2016?

Did your Medicare Part B premium increase 270% in 2016 from what you paid in 2015? Assuming that your health status hasn’t changed, how is that possible? What about the fact that there was no increase in Part B premiums for Social Security recipients since there was no cost-of- living increase for 2016 benefits? Medicare… Continue Reading

Deferred Income Annuities Comparing More Favorably with FIAs with Income Riders

Deferred Income Annuities Comparing More Favorably with FIAs with Income Riders

If you’re planning for retirement and you want to receive sustainable lifetime income beginning at a future date, deferred income annuities (DIAs) and fixed index annuities (FIAs) with income riders are potential suitable choices. These are the two types of deferred fixed income annuities that are sold by life insurance companies. The question is which… Continue Reading

Optimize Deferred Income Annuity Pre- and Post-Income Start Date Payout

Optimize Deferred Income Annuity Pre- and Post-Income Start Date Payout

Deferred income annuities, or DIAs, are one of the two types of deferred fixed income annuities sold by life insurance companies, the other being fixed index annuities, or FIAs, with income riders. DIAs are the simpler of the two products to understand and are often the most suitable choice in many situations. A DIA is… Continue Reading

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