Articles of interest

Retirement Savings and Planning

Retirement: The Big Picture

Retirement Savings Needs Are Rising

THE RETIREMENT PENSION TRAP: What is it and how to avoid it?

How do I save for my retirement years?

Achieving the Retirement You Imagine

Final Expenses and Funeral Preplanning

Asset Protection, Medicaide Qualification and Long Term Senior Care

"Funeral Preplanning", by Charles Taggart, F. D.

"Funding a Pre-Need Funeral Contract", by Charles Taggart, F. D.

"The Funeral Rule: FTC Regulations and Consumer Rights", by Charles Taggart, F. D.

IRAs and Annuities

        EARNS A BETTER INTEREST SAVINGS RATE

PROFESSIONALS AND SMALL BUSINESS OWNERS' SEP IRA PENSION PLANS

        SMALL BUSINESSES AND PROFESSIONALS SIMPLE IRA PENSION PLANS

        RETIREMENT PLANNING: AVOID “SUPERANNUATION”

    THE LEGACY (STRETCH) IRA ANNUITY (“S-ANNUITY”): DEFER INCOME TAXES AND CONFER BENEFITS OVER THE COURSE OF SEVERAL FAMILY GENERATIONS

   IRA and ROTH IRA

   PROVIDENCE ASSOCIATION MAINTAINS A GOOD ANNUITY IRA AND ROTH IRA RATE – 4.0%

Life Insurance

HOW LIFE INSURANCE HELPS RESOLVE A FAMILY’S FINANCIAL NEEDS

THE RETIREMENT PENSION TRAP: What is it and how to avoid it?