New year, new president, and hopefully not a new stock market as that seems to be still going strong.

…And the last red flag of this bull run seems to be removed this week.

…But the next article right underneath that one says “Why we can’t go any higher…”

Who knows…that’s why our retirees have YOU!

Here are your Inaugural Quick Hits:

3 Reasons Why Retirees FAIL in Retirement

·       #1 No plan

·       #2 Sequence of Returns Risk

·       #3 Not taking appropriate risk

·       Great article to use in your process!

Will Biden Tax Dividends? It’s in the plan

·       “We estimate the plan would increase the average tax rate on capital gains from 19.1% to 27.7%,”

·       “On a conventional basis, the Biden tax plan by 2030 would lead to about 7.7% less after-tax income for the top 1% of taxpayers and about a 1.9% decline in after-tax income for all taxpayers on average,”

Myth Busters: Examining the Facts about Index Annuities

·       Solid positive FIA  article to share with prospects and clients

·       “In 2019 alone, total deferred annuity sales topped $221 billion,  of which a record $73.2 billion were considered fixed index annuities.  The increased attraction can be traced to what index annuities offer investors: downside protection coupled with the potential for upside returns associated with various indices.”

How News Media Describes the Incident at the Capital

Helping you Help American Retirees!