Articles by Peter Longo
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Integrating Life Insurance into a Tax-Efficient Retirement Strategy
Cash value life insurance can offer you both protection the potential for tax-advantaged asset accumulation over time, which may complement broader retirement planning strategies.
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An Annuity Income Strategy During Volatile Markets
Market fluctuations can be unsettling, but maintaining perspective and focusing on controllable factors is key. Reviewing and implementing strategies with your Financial Advisor can help support long-term objectives.
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Make Long-Term Care a Part of Your Financial Plan
Many Americans underestimate the risk of outliving their financial resources in retirement, or perhaps experiencing economic hardship stemming from large, unanticipated health and long-term care costs later in life. Long-term care should be addressed as part of your financial plan, so you’re prepared for what life may bring.
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How You Can Leave More to Your Heirs, Minimize Taxes
If you’re close to or in retirement and wondering how to best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
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The Three A’s of Retirement Income
You’ve spent your entire working life saving and investing in tax-advantaged retirement accounts like 401(k)s and IRAs.
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Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
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Important Planning Considerations: Insurance & Long-Term Care
While saving, investing, and generating income in retirement are critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected.
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Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.
