Gateway Financial Partners

April 2022

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The Good, the Bad, and the Misunderstood – Accumulation Annuities

In part 1 of my 3-part series on annuities, I presented a high-level primer on the types of annuity options in the marketplace based on the purpose they serve (accumulation vs. income).  In this next installment, we will go deeper on accumulation annuities which are focused on growing your asset value until you need the …

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Forest

Can’t See the Forest for the Annuities

Annuities are a deep chasm of confusion for many people.  For one, they have been misused at times in our industry where the wrong people were sold the wrong annuity at the wrong time in their life.  And two, even when used correctly, there are so many varieties of annuities with so many different features …

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Pulling Out Your Inheritance – Non-Spouses

My last blog covered the new rules around inheriting investments as a spouse, per the SECURE Act of 2019.  Now we turn to non-spouse beneficiaries (e.g. children, siblings) and it gets even more complicated, particularly when it comes to inheriting IRA’s.  Note that there is typically no difference when it comes to inheriting non-retirement investments.  …

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