Annuities are nothing new

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Posted on 22nd December 2009 by Rita in Annuities

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Did you know that Annuity contracts can be traced all the way back to Roman times?Apparently during the Roman times they were know as annua, or “annual stipends” in Latin. Roman citizens could enter into this contract known as an annua, which would promise the individual a stream of payments for a fixed amount of time or possibly for life.

Annuities are gaining back their popularity these days with the Obama administration encouraging (more…)

Annuity Basics

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Posted on 29th September 2009 by Rita in Annuities

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Annuities can be a complicated products, for now we will stick with going over the basics of annuities.

An annuity is a contract that provides income for a specified period of years, generally used to provide income for (more…)

Roth IRA Conversion

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Posted on 17th September 2009 by Rita in 401k |IRA |Retirement and Estate Planning

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This just may be what your 401k needs.

2010 will be here before we know it. With all the uncertainty that we are experiencing these days within the financial realm one thing that IS CERTAIN pertains to the Roth IRA. The 2010 conversion period is just around the corner. To help with understanding what your options are and the NEW 2010 (more…)