NextGen Wealth

05/27/2026

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
Read more 👉 https://bit.ly/42Fg687

05/21/2026

🧾 How do annuities actually work?
You give an insurance company money… they promise to give you some back later.
But what’s the catch?
👉 Fees, surrender charges, and limited access to your cash.
👉 https://bit.ly/3YUgwpG

05/19/2026

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
https://bit.ly/42Fg687

05/19/2026

Payments from non-qualified annuities consist of:
Part return of costs (tax-free)
Part earnings (taxable)

The tax-free amount is called the “exclusion ratio,” and it’s just as complicated as it sounds.

Read more 👉: https://bit.ly/4kKSpUc

05/18/2026

One major area where tax deductions and credits are negatively affected is the clean vehicle and clean energy credits.

Read more 👉 https://bit.ly/45Z3RWe

05/17/2026

Annuities are often marketed as an option to simplify retirement income. But is that really the case?

Read more 👉 https://bit.ly/4vuNNq0

05/14/2026

It’s always a good idea to review your healthcare coverage annually. At NextGen Wealth, we work with our clients on a continual basis, so there won’t be any end-of-year surprises.

Read more 👉 https://bit.ly/3LL9srw

04/24/2026

Many employer 401 (k) plans offer an option to purchase an annuity. But should you? This isn’t a decision to be made lightly.
Read more 👉 https://bit.ly/4vuNNq0

04/23/2026

Think you know how your Social Security benefits are calculated? Think again! The formula takes your 35 highest-earning years—but there's a catch most people miss. 👉 Learn more: https://bit.ly/4isoJs9

Most retirees don’t really understand how their Social Security benefits are calculated. Retirees who understand Social Security can get the most out of the benefits they earned.

04/21/2026

The One Big Beautiful Bill estimates show about 88%, up from 64%, of Social Security beneficiaries will owe no taxes on their Social Security benefits.

Read more 👉 https://bit.ly/43gbCFN