Annuities

Getting Tax Efficient

by Craig Moser on November 30, 2018

I frequently see people losing money to taxes.  Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes.  The trade-off of getting tax efficient is accepting short-term costs for long-term benefits.  Below are […]

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Fixed Index Annuities (FIAs)

by Craig Moser on December 8, 2017

Fixed Index Annuities (FIAs) are a contract between you and an insurance company.  They may help you reach your long-term financial goals.  In exchange for your premium payment, the insurance company provides income.  Income begins immediately or at some time […]

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