by Sarah Bauder | Oct 9, 2019 | Portfolio Management
A Roth 401k allows investors to be entitled to the entirety of the money inside the account. However, like any investment, there are advantages and disadvantages to this type of retirement plan. In this article, 10 experts weigh on whether or not a Roth 401(k) a good...
by Sarah Bauder | Sep 23, 2019 | Portfolio Management
Concerns over global economic growth, market volatility, not to mention whisperings of a pending recession, have all made the prospect of guaranteed returns very appealing. A fixed annuity is a type of annuity contract with a life insurance company. The investor puts...
by Sarah Bauder | Updated: Sep 19, 2019 | Portfolio Management
Sophisticated Investor was fortunate enough to chat with Jordan Sester, Founder and Wealth Advisor at J.S Financial Group. Jordan helps clients prepare for one of the most important periods in their lives: retirement. He works with retirees and pre-retirees to...
by Sarah Bauder | Updated: Sep 13, 2019 | Portfolio Management
Choosing what is the best way to provide guaranteed retirement income can be difficult, to say the least. An annuity is an insurance vehicle that offers a fixed stream of payments. On the contrary, an IRA is a retirement plan that allows the investor to compound...
by Sarah Bauder | Sep 12, 2019 | Portfolio Management
What Are Secondary Market Annuities A secondary market annuity (commonly referred to as a SMA) is a transaction in which a present owner of an income annuity sells their future income stream to a third-party for a lump-sum payment. Annuity income streams can be the...
by Sarah Bauder | Updated: Sep 10, 2019 | Portfolio Management
Because a Roth IRA is tax-advantaged, any gains within the retirement account are tax-exempt, including immense growth of stocks. In this article, 8 experts discuss whether or not a Roth IRA is the best place to hold stocks. Especially If Someone Is In A 25% Effective...
by Sarah Bauder | Sep 9, 2019 | Annuities, Portfolio Management
Because annuities provide guaranteed, safe retirement income they can be a good option to include in retirement strategies. Investors are drawn to this financial product because it is regarded as a safe investment, which is particularly appealing for those approaching...
by Sarah Bauder | Sep 9, 2019 | Annuities, Portfolio Management
We conducted a survey asking 2,000 US respondents which investments they regarded as the safest for long-term retirement investing. We used Google Surveys and targeted males and females between the ages of 35 to 65+ from coast to coast. We asked the following question...
by Sarah Bauder | Sep 6, 2019 | Annuities, Portfolio Management
Annuities are investment products, which are contracts with insurance companies. Usually, investors purchase various types of annuities as a means of providing a steady income stream in their retirement years. Yet, are annuities a smart option from inflation...
by Sarah Bauder | Sep 5, 2019 | Annuities, Portfolio Management
Variable annuities are tax-deferred investment products, which permits the allocation of money into mutual funds held in “subaccounts”. A variable annuity does not guarantee returns on a principal. In this article, financial experts discuss whether variable annuities...
by Sarah Bauder | Sep 4, 2019 | Annuities, Portfolio Management
With every investment option available, there are investments that are advantageous for some investors and others that are not necessarily a good fit. Fixed annuities are no exception to this sentiment. In this article, 5 financial experts break down the pros and cons...
by Sarah Bauder | Aug 26, 2019 | Portfolio Management
We conducted a survey asking 2,000 US investors which geopolitical or economic event they felt was most concerning regarding the health and security of their investment portfolio. For the survey, we targeted males and females between the ages of 35 to 65+ from coast...
