Ken Nuss

Dec 31, 2018
January is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 federal and state income taxes. Once you understand what’s driving your taxes, you’re in a good position to take action to minimize them so you can save more for retirement.

Dec 3, 2018
An “annuity stretch” gives nonspouse beneficiaries a little-known way to receive income and defer taxes

Oct 29, 2018
Once you decide that an annuity is right for you, these questions can help you decide which type or types will suit you best.

Oct 9, 2018
An annuity can pay guaranteed monthly income for the rest of your life. But some prominent self-serving “experts” spread myths about annuities that discourage people from exploring what may be a good solution for them.

Sep 6, 2018
Retirees and near-retirees should look for ways to cut taxes and maximize after-tax income. They also have to be sure that there is little risk of losing their savings. Buying a fixed-rate deferred annuity can help seniors achieve both of these goals.

Aug 20, 2018
A safe way to boost yield using fixed-rate annuities  

Aug 6, 2018
QLACs let you defer some required minimum distributions, letting more money grow in your IRA or 401(k)

Jul 26, 2018
Fixed annuity rates don't follow short-term rates set by the Fed, and delaying purchase typically results in less total interest. Current rates top 4 percent.Is it a smart move to hold off buying a fixed-rate annuity because the Federal Reserve is raising short-term...

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