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Retirement Planning

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SafeMoney.com Blog

history of annuities

Just bring up the topic of annuities, and chances are you might have all sorts of reactions. The history of annuities shows that these guaranteed contracts have provided financial security and assurances for a long time.

Annuities didn't exactly pop up yesterday. In fact, they have been around for thousands of years, providing guaranteed income to pensioners, families, and individuals when they need it most. What’s more, their guarantees can cover more than just lifetime income.

If you are wondering if annuities make sense for your retirement goals, a quick walkthrough of their history can give a good idea of their track record.

Here’s a look at how annuities have provided crucial security, stability, and promises to millions of people across thousands of years of human history.

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understanding taxes in retirement

If you live in the United States, then you know first-hand about taxes that we have to pay. In retirement, those taxes can add up.

Sales tax, income tax, estate tax, and gift tax are just some of the ways that Uncle Sam collects from taxpayers in order to meet his financial obligations.

The subject of taxes is always a hotbutton issue in presidential elections as it is in state elections. With talk of possible tax hikes at present, many people who are retired and nearing retirement are wondering about how they can watch their tax bills.

Fortunately, there are a number of things that you can do to help alleviate, and maybe reduce, the taxes that you owe every year when you file your return.

Here’s a quick, high-level look at the different taxes in retirement that you might face – and what you might want to talk to your financial professional about planning for taxes-wise.

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"I recommend Mike Marrone, and Marrone Financial, for their professionalism, financial experience, and knowledge of the retirement planning space. Mike is exemplary in his dedication to consumer education and in helping his clients find solutions that fit their complete financial picture."

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The education we provide here is imperative to your financial success, especially in today's economic environment. Here you will learn how to create a plan that is guaranteed to meet or exceed your immediate or distant financial expectations. We encourage you to share this academic resource with your friends and family, so that they can also empower themselves with the knowledge found here.