Are Annuities a Scam? Fees, Risks, and Benefits
“Annuities are a scam.” “You’ll lose control of your money.” “Run from anyone selling one.”

I see comments like these on my Retirement Income School™...

What Does a Retirement Income Planner Actually Do?

If you’ve been following the Retirement Income School™, you may be wondering what actually happens when you work with a retirement income planner...

If you have significant savings in a traditional IRA or 401(k), your largest tax bill may not arrive while you’re working. It could come after you retire.

That’s because required minimum distribut...

Whenever someone tells me they hate annuities, I always ask the same question:

What kind of annuity?

Many people have strong opinions about annuities without ever reviewing a contract or learning...

Can a Roth conversion increase your Medicare premiums?

Yes—but that does not automatically mean you should stop converting.

The real question is whether paying a higher Medicare premium for a lim...

Can a fixed indexed annuity really provide market-linked growth without exposing your principal to market losses?

The short answer is yes—but the more important question is how that protection wor...