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Archive for June 2017

Retirement Rollover Strategies

If you change jobs or retire, you might find yourself having to rollover your retirement plan. Leaving an old plan to be managed under the strict rules of your former employer may not be to your advantage. A tax-deferred rollover is the best way to move money from one retirement account to another when done correctly.…

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Dept of Labor Implements New Fiduciary Rule

The new Department of Labor (DOL) fiduciary rule came into effect on June 9, 2017. This rule requires that brokers must put their clients’ interests first when offering advice regarding retirement savings accounts. This new rule won’t be enforced until after January 1, 2018, when requirements regarding disclosures and new contracts are currently expected to…

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Long Term Care Annuities vs Insurance

A long term care annuity (LTCA) provides long term care protection for costs that are not covered by your health insurance policy. The benefits provided are based on the premium dollars you have paid into your annuity. The larger your premium, the greater your coverage for long term care. There are two types of annuities…

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Private Financing Long Term Care

No one wants to think about requiring long-term care during his or her golden years. Adding to the subject’s lack of appeal is the fact that it’s expensive. Today, with longer life expectancies, you need to have a strategy to pay for this care if you and/or your spouse need it, especially when Medicare isn’t…

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