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Variable Annuities and the Guaranteed Minimum Payment Rider

Posted on January 5, 2009 by bobrichards

People invest in variable annuities for many reasons including the tax-deferral of earnings, the ability to name beneficiaries and avoid probate, the … [Read more...]

Six Tax Breaks for Seniors

Posted on October 17, 2008 by bobrichards

Here are six tax breaks that apply to seniors or affect seniors because of their retirement status or age. Immediate Annuities - an income source for … [Read more...]

Senior Tax Booket Details 6 Ways for Retirees to Cut Tax

Posted on September 15, 2008 by bobrichards

While most tax rules and tax rates apply equally to all taxpayers, there are some tax law provisions that are particularly senior tax issues because … [Read more...]

Income Tax Relief When Withdrawing from your IRA

Posted on February 20, 2000 by bobrichards

Life may serve up some hard times, especially the need for cash when we don't have it. If you're working, though, you might consider taking money from … [Read more...]

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Recent Posts

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  • Retired and Stocks Losing Value

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