Annuities And Tax Planning Boost Retirement Income And More | Old North State Wealth News
Connect with us


Annuities and Tax Planning Boost Retirement Income and More



You have worked hard to build up your retirement savings. You and your family live in a beautiful home. Yet, you still worry at least a little about whether you have enough money to really enjoy yourself, and to pay the bills for the rest of your life, including the late-in-retirement expenses for long-term care or a health crisis.

Perhaps that’s because other than Social Security, we rely largely on ourselves for building savings and the plans to access those savings to the best effect when we retire. The IRS, however, has spent some time on this issue, too, and that may prove helpful.

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

Read the full article here

Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *


Copyright © 2024 ONSWM News. Content posted on the Old North State Wealth News page was developed and produced by a third party news aggregation service. Old North State Wealth Management is not affiliated with the news aggregation service. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date the articles were published. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed.