Thursday, December 13, 2012

Six Largest "Advisor-Sold" 529 Plans (according to Morningstar)

According to Morningstar the Six Largest Adivsor-Sold529 Plans:

  1. CollegeAmerica
  2. CollegeBoundFund
  3. NextGen College Investing Plan Select
  4. BlackRock CollegeAdvantage 529 Plan
  5. Fidelity Advisor 529 Plan
  6. John Hancock Freedom 529

Retirement Benefits That Will Change in 2013

I really like and enjoy Annuity Think Tank's articles. This is about retirement benefits changing in 2013.
Pay attention to this inside the article:
Social Security taxes will increase with the expiration of the payroll tax deduction from 4.2% to 6.2% and the amount of taxable income will increase from $110,100 to $113,700.  

http://blog.annuitythinktank.com/retirement-benefits-that-will-change-in-2013/

Wednesday, December 12, 2012

Have you inherited an annuity and want to use it for your retirement?

Common for family members to inherit annuities and to decide to keep the annuity and use it for their retirement? I'm not sure as to how common that is but it is something you need to be "up" on.
Annuity Think Tank has helped get you "up" on issues surrounding such an event aforementioned.


http://blog.annuitythinktank.com/inherited-iras/