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Annuity

SECURE Act 2.0 - what is in the SECURE Act and how does it impact you.

SECURE Act 2.0 – What Is In It And How Does It Impact You?

January 30, 2023January 9, 2023 by Professor B.T. Effer

The SECURE Act 2.0 was signed into law in the end of 2022 and has some major positive changes for retirement savings. What is in the bill…

Categories Annuity, college, Debt, Employer Benefits, Insurance, Personal Finance, Retirement
Annuities turn lump sums into a series of payments and index variable annuities (IVA) are a new type of annuity

What Is An Index Variable Annuity (IVA)?

January 30, 2023November 2, 2022 by Professor B.T. Effer

Index variable annuities (IVA) are a hybrid of index annuities (IA) and variable annuities (VA) that allows for higher upside while…

Categories Annuity, Personal Finance

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