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Tax Deferral in an Annuity Contract

Ever wonder if there’s an advantage to using after-tax dollars within an indexed annuity? You’re on the right track Watch below as Lou Aarons explains how using after-tax dollars works for you with regard to tax deferral in an annuity contract. Transcript: Hi, it’s Lou Aarons again, I’m one of

Required Minimum Distributions and Your Retirement Strategy

As of the writing of this post, the U.S. House of Representatives has passed what is being billed as the SECURE Act 2.0.  This will almost certainly bring updates to the how we currently strategize with our clients on the best options for them in retirement. However, it’s good to

Understanding Your Options In Retirement

Whether it’s because we’re so busy, or we think things are already taken care of, or perhaps someone’s financial outlook has changed, we often suffer for lack of understanding all of the options at our disposal when it comes to retirement planning.  Most of us have been told about traditional

How Indexed Annuities Calculate Credit To Your Account

Knowledge is essential in determining the right product to choose for a particular strategy.  We believe in the power of indexed annuities, but only when they’re part of larger strategy that has the full view of your retirement portfolio in mind. It’s critical that you understand how certain indexed annuities

Indexed Annuities and Surrender Periods – Why?

We frequently get asked these kinds of questions when addressing indexed annuities as part of what we call the “bucket strategy” of retirement planning: Why does an annuity make sense in my retirement portfolio? What are the fees associated with these sorts of products? What is a surrender period, and

Curious As To The Process? Let Us Explain

This week we featured a quote in one of our Facebook posts that highlighted the stance most people take when it comes to planning their retirement futures.  It went like this: “…A lot of us have put our heads in the sand when it comes to thinking about tomorrow.” Two

When Markets Fluctuate…

Our current geopolitical and economic climate plays a huge role in people’s confidence in their financial planning strategies. In this article, Michael Neft, one of the founding parters of Secure Retirement Strategies, elaborates on the benefits of indexed annuities. Though the clip was filmed during a slightly different market climate

Building A Retirement Planning Firm That Lasts

Here at Secure Retirement Strategies, we take pride in being able to steward the retirement planning of our clients.  In this SRS Short, hear Lou Aarons describe why we started Secure Retirement Strategies and why retirement planning with us helps achieve your goals, as well as maintain those outcomes for

Thank you!

As we draw closer to the end of the year, we would like to pause and take a moment to say thank you to our clients.  Thank you also to everyone who took time to join us for one of our seminars and thank you to everyone we’ve met with

The Forest of Taxes

If you had to guess how many individual trees make up the Amazon Rainforest, what would your answer be?  In totality, 9 countries contain at least a piece of the rainforest.  There are an estimated 16,000 different species of trees that make up the Rainforest.  The region is also home

What’s today’s forecast?

There’s always someone out there complaining about the local weatherman getting it wrong again.  “They said it was supposed be clear and now my picnic is ruined with all this rain” or “we’re in for 12 inches of snow today” when it’s 60 degrees outside.  Forecasting the weather is an