In this episode of Money Script Monday, Sean shares his insights on blending Roth conversions with annuities to maximize tax efficiency and protect your legacy.

In this episode, Kyle explains how annuity companies divide their general portfolio investments and the role interest rates and volatility play in dictating a change in an annuity cap.

In this episode of Money Script Monday, Adam introduces how this product’s unique gain-control options can empower advisors to deliver better outcomes for clients in both up and down markets.

In Kyle's article featured in Advisor Perspectives, he draws attention to the timely opportunity to lock in elevated annuity rates before the potential cuts this month.

In this episode of Money Script Monday, Kevin highlights the high cost of waiting to save for retirement and explains how locking in today’s favorable rates presents an opportunity for those looking to secure more guaranteed income in retirement.

In this blog, Lucas shares research findings on how retirees utilize annuitized income to enhance their spending power and enjoy a more fulfilling, stress-free retirement.

In this episode of Money Script Monday, Laurence brings attention to the increased severity of market volatility for retirees and emphasizes the importance of protected income sources for a stable retirement.

In Brian’s article featured in Advisor Perspectives, he aligns climbing Mount Everest with retirement planning to illustrate the necessity of preparation, allocation, and navigation in any journey.

In this episode of Money Script Monday, Sean reveals how taxes on Social Security benefits are based on taxable income and offers a strategy to lower that tax liability.

In this episode of Money Script Monday, Laurence demonstrates the importance of alternative funding strategies for retirement readiness that can protect against the risks of market volatility and longevity.