John F. Kennedy once said, “Change is the law of life. And those who look only to the
Blog
Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save
Many variable annuity contracts offer “living benefit” guarantees. For an additional cost, the contract holder may be able
A split-annuity strategy involves purchasing two types of annuity contracts: immediate and deferred. The immediate annuity would provide
Annuities are insurance-based financial vehicles that can provide many benefits sought by retirement-minded investors. There are a number of reasons why people
A money purchase plan is a type of defined-contribution plan that is similar to a profit-sharing plan, except
David Wray, the president of the Plan Sponsor Council of America, once said that the purpose of profit-sharing
The arena of employer-sponsored retirement plans has been dominated by 401(k) plans that are funded with pre-tax contributions,
If you leave a job or retire, you might want to transfer the money you’ve invested in one
There are many types of employer-sponsored retirement plans. One that may appeal to small businesses and to self-employed
Mutual of Omaha and its representatives do not provide tax or legal advice. Consult a qualified professional regarding your particular situation.
Securities and advisory offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. SAK Associates, Inc. and Mutual of Omaha Investor Services, Inc. are not affiliated.
This is not an offer or solicitation in any jurisdiction where our Registered Representatives and Agents are not authorized to do business. The information presented on this website is intended for educational purposes only and is not intended to replace the advice of an attorney or qualified tax professional.