Thomas Sweet has 30 + years as a Financial Planner. Securities (Series 1,7, and 65) and Insurance Licensed. Retirement Planning including the actual planning of where your income will come from as well as a discussion of products to get you there. The market has been volatile since Covid broke out and many people are not comfortable with this. If you are retired we will look at your total income and tax situation. If you are still working we have some more time to plan.
An annuity may be a good option for you if you’re searching for a different source of retirement income than the stock market or bonds.
It is reasonable that you might wonder if annuities are now worth considering again at a time when rates are growing at their quickest rate
The question is whether an annuity counts as income. Is it possible to accrue a Social Security benefit if your primary source of income is
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