Samm Tague: Financial Advisor

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There are fees associated with annuities. However, they also have valuable benefits, including tax deferral, a guarantee...
09/29/2021

There are fees associated with annuities. However, they also have valuable benefits, including tax deferral, a guaranteed minimum death benefit, and income guarantees. The trade-off between higher fees and higher value can be a practical one. Disclosure: https://bit.ly/3zLTlP6

You can try to create an income stream from retirement savings, but markets can’t be predicted, and you could outlive yo...
09/19/2021

You can try to create an income stream from retirement savings, but markets can’t be predicted, and you could outlive your investment portfolio. However, annuities can provide a guaranteed, reliable source of income that can’t be outlived. Disclosure: https://bit.ly/3zLTlP6

Previous generations of annuities required giving up control of the money in return for lifetime income. But some curren...
09/09/2021

Previous generations of annuities required giving up control of the money in return for lifetime income. But some current annuity options are more flexible and give you the option to withdraw a portion of the funds before electing income, often without a penalty. Disclosure: https://bit.ly/3zLTlP6

Most deferred annuities are designed to pass the account value on to your beneficiary. And depending on the situation, i...
08/30/2021

Most deferred annuities are designed to pass the account value on to your beneficiary. And depending on the situation, income annuities also offer options that can provide for your beneficiary. With income annuities, if you don’t select the “life payout” option, you can arrange to have any remaining payments pass to your beneficiary. Disclosure: https://bit.ly/3zLTlP6

Annuities can help savers, too. If your employer-sponsored savings plan or IRA contributions are maxed out, deferred ann...
08/21/2021

Annuities can help savers, too. If your employer-sponsored savings plan or IRA contributions are maxed out, deferred annuities can be a valuable, long-term savings tool to help build wealth. They can grow tax-deferred and then turned into an income stream in the future. Disclosure: https://bit.ly/3zLTlP6

When it comes to retirement, planning late is better than never planning.  Your chances for a secure retirement can impr...
09/28/2016

When it comes to retirement, planning late is better than never planning. Your chances for a secure retirement can improve if you start making decisions early on.

May 2016 bring you joy and happiness! Have a great and safe night everyone.
12/31/2015

May 2016 bring you joy and happiness! Have a great and safe night everyone.

What would you get if you combined a dinosaur and a tank? Today's   animal! Check it out: http://bit.ly/1EPbAG2
12/29/2015

What would you get if you combined a dinosaur and a tank? Today's animal! Check it out: http://bit.ly/1EPbAG2

Hosted by Wild Guide Stephanie Arne, Mutual of Omaha's Wild Kingdom Fast Facts are quick, fun and informative excursions into the amazing natural world.

Hope you have lots of "laughter" on this Winter Solstice!
12/23/2015

Hope you have lots of "laughter" on this Winter Solstice!

Wishing you and yours a safe and cheerful holiday season!
12/16/2015

Wishing you and yours a safe and cheerful holiday season!

Did you know a dolphin can basically turn of half its brain? Watch this   to learn more: http://bit.ly/1JWObkQ
12/15/2015

Did you know a dolphin can basically turn of half its brain? Watch this to learn more: http://bit.ly/1JWObkQ

Hosted by Wild Guide Stephanie Arne, Mutual of Omaha's Wild Kingdom Fast Facts are quick, fun and informative excursions into the amazing natural world.

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St. Louis, MO
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