Solutions & Insights

Insurance Alternatives

• Get a Paycheck for Life with the Guaranteed Lifetime Income Rider
• Fixed Indexed Annuities
• How Annuities Can Lend Safety and Stability to Your Retirement Plan
• Life Insurance
• What Are Annuities?

Tax Strategies

• Don’t Miss These Important Tax Deductions
• RMD Precautions And Options
• Charitable And Individual Gifting Considerations
• Tax Issues in Early Distributions from Retirement Accounts
• Easy Ways to Save Money on Your Next Tax Bill

Investment Management

• Invisible Fees in Mutual Funds
• Variable Annuity Fee Quick Reference Guide
• Interest Rates Remain Low ... For Now
• Planning for Retirement in a Slowing Economy
• Annual Financial To-Do List!

Financial Planning

• Breaking Down the TSP Investment Funds
• Retire Your 401K, In Service Alternative Rollover- ISAR
• The 14 Worst Retirement Planning Mistakes A Federal Employee Can Make
• Federal Benefits
• Social Security Benefits