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August 13, 2024

August 13, 2024

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Aug 13, 2024

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7 min

JGW

Withdrawing Money From an Annuity

In this post, we will explore withdrawing money from an annuity, the potential penalties this can trigger, and ways to avoid those penalties if possible....

Financial Education

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Jan 3, 2025

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6 min

What is a Tax-Sheltered Annuity?

Tax-sheltered annuities (TSAs), also known as “403(b) plans,” are retirement savings vehicles designed specifically for employees of public schools, non-profit organizations, and certain religious groups....
young male doing research on phone

Dec 11, 2024

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5 min

What is a Non-Qualified Annuity?

What exactly makes an annuity “non-qualified” and what does that mean for you? Let’s take a closer look at the ins and outs of this unique financial product…...
Cropped shot of Asian woman sitting at table doing financial plan and budget with calculator and laptop.

Dec 6, 2024

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5 min

How to Calculate Annuity

Whether you're planning for retirement, seeking a stable income stream, or exploring investment strategies, understanding how to calculate different types of annuities is crucial for making informed financial decisions....

Dec 4, 2024

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5 min

What Happens to an Annuity When You Die?

Many people are uncertain about what transpires with these investments when the annuitant dies. Understanding the potential outcomes is crucial for financial planning and ensuring your loved ones are protected....
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