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retirement

The following articles are copyrighted by Broadridge Investor Communication Solutions, Inc.  They do not represent or promote any insurance or financial institution or products. 
Common Factors Affecting Retirement Income
Planning for Social Security - Detailed
Working During Retirement
​Required Minimum Distributions (RMDs) - Detailed
PERSONAL RETIREMENT PLANS
​IRAs - Traditional and Roth
​IRA Conversions - Factors to Consider
​Annuities as an IRA Investment Option
​Immediate vs. Deferred Annuities
​Immediate vs. Deferred Annuities - Side by Side
​Immediate Annuities Can Provide Lifetime Income
​Common Annuity Riders
​Get More Income from an Impaired Risk Immediate Annuity
​Health Insurance in Retirement
​What is Medigap
Medicare, Medigap, and Medicaid
See also: Long-Term Care Needs
EMPLOYER SPONSORED RETIREMENT PLANS
​Retirement Plans for Small Businesses
​401(k) Plans
​The Roth 401(k)
​403(b) Plans
Roth 403(b) Plans
​In-Service Withdrawals from 401(k) Plans
How to Roll Over Employer Retirement Plan Assets
William F. McAllister, Jr., CLU®
South Windsor, CT
860-836-9314
[email protected]

harmony wealth strategies 
building and safeguarding your financial world
Serving South Windsor and Greater Hartford Connecticut
Copyright 2021 William F. McAllister, Jr.,CLU®

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  • Home
  • Our Process
    • Get Organized
  • Contact Us
  • News
  • Resource Library
    • Planning for Life Changing Events
    • Financial and Estate Planning Basics
    • For Business Owners
    • Government Benefit Programs
    • Recommended Reading
    • Testimonial