income

You Can Wait Until You Are 62 To Plan How to Take Social Security Benefits

Leave a Comment / annuities, financial myths REITs, financial planning, guaranteed income, income, lifetime income, market risk, money, Retirement, retirement planning, sequence of returns risk, social security

The title of this post isn’t a myth.  It’s true.  You can wait until age 62.  It’s just a bad idea.  If you are 50, you may still have time to start working on an ideal cash flow plan for your 60’s & 70’s. I know.  So much can change over 10, 20 years.  And a …

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The Best Annuities are Always the Best

Leave a Comment / annuities, Barrons, best annuities, guaranteed income, income, lifetime income, Retirement

Barrons magazine regularly publishes their “The Best Annuities” article but without the most important caveat:  these products vary wildly state by state, even if they have the same name.  Different states allow- or require -varying policy provisions.  Oregon is one of the most strict; if bonus, guaranteed rate or other contract provisions appear too generous …

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