Ken Nuss

Jul 21, 2020
People who don’t need income from their IRA, SEP and/or 401(k) are benefiting from this year’s waiver of required minimum distributions (RMDs). They’re reducing income taxes and preserving their plan assets.

Jun 16, 2020
With an immediate income annuity, you convert a lump sum into a stream of income that starts almost immediately. Having a guaranteed set stream of income for life provides valuable longevity insurance.

May 15, 2020
Fixed-rate annuities are popular because of their guarantees, simplicity and higher rates than most competing products.

Apr 15, 2020
As you approach and then enter retirement, it’s wise to gradually shift much of your savings into vehicles that guarantee your principal while providing a good interest rate.

Mar 19, 2020
Many people can’t afford to delay taking Social Security. An immediate income annuity offers one way to plug the income gap.

Feb 25, 2020
All annuities offer tax advantages, but the different types are quite distinct.

Jan 27, 2020
The new SECURE Act helps make it easier for people to save more for retirement. While you don’t need to be an expert in it, learning about its key features can help you take advantage of it.

Dec 19, 2019
As 2019 wraps up and 2020 approaches, it’s a great time to make sure your savings and investments are aligned with your goals and not creating unnecessary taxes. Here are some key steps.

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