By the time you reach Age Pension age, you might have some money in the bank and hopefully a decent chunk in super savings to support you through retirement. But you probably don’t want to be digging into your savings regularly. If eligible, the Age Pension could help you stretch your savings for longer after … Read more
Hi there, Stan The Annuity Man, Americas annuity agent, licensed in all 50 states. Im so glad that you joined me for this blog. This is another one of those blogs that you put in the questions under one of our videos from the Stan The Annuity Man YouTube Channel. You can put in questions, … Read more
Let’s be honest – thinking about your pension isn’t exactly exciting, is it? But here’s the thing – the decisions you make today could be the difference between a retirement filled with worry or one where you can actually enjoy yourself I’ve been researching pension strategies for years, and I’m gonna share some practical ways … Read more
When it comes to buying property, many Australians are exploring ways to leverage their superannuation (super) to get a foothold in the real estate market. But is it possible to use your super to buy a property? The short answer is yes, but with significant restrictions and specific guidelines. In this article, we’ll dive into … Read more
A Simplified Employee Pension IRA (SEP IRA) is a traditional IRA for self-employed people and small-business owners. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website. However, this does … Read more
Let’s face it – saving for retirement can sometimes feel like a puzzle with missing pieces One question that often pops up is whether you can dump a large chunk of money into your Roth 401(k) all at once Maybe you received a bonus, sold some property, or have extra cash sitting around. Whatever the … Read more
Many people assume that when they tie the knot, their spouse automatically inherits everything if they pass away But is this really true? The answer might surprise you – and potentially save you from some serious legal headaches down the road The Quick Answer: No, Not Always Contrary to popular belief, a spouse is not … Read more
Being named both an executor and beneficiary of an estate can feel like wearing two hats at once. It’s actually more common than most people think yet it comes with unique challenges and responsibilities. If you’ve found yourself in this position—or are considering naming someone to serve in both roles—you need to understand how these … Read more
If you dont properly protect your assets, they can potentially be lost in a lawsuit, bankruptcy, or to other creditor actions. Its important to understand the laws that can provide asset protection and to know what measures you can take to protect your savings. Are you worried about potential creditors coming after your hard-earned money? … Read more
Have you ever wondered how your super compares with people your age? Use this guide from the Association of Superannuation Funds (ASFA) to see if your super is on track with the average account balance across your age group and gender. Ever wondered if your retirement nest egg is on track? You’re not alone As … Read more
