Categories Retirement

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401(k)

A 401(k) is a retirement plan offered by for-profit corporations allowing employees to save pretax income.

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403(b)

A 403(b) is a retirement plan offered by some nonprofit organizations, similar to a 401(k) plan.

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Annuity

An annuity is a contract sold by insurance companies that traditionally is used to provide a sequence of payments to the holder.

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Beneficiary

A beneficiary is a person or other legal entity who receives money or other benefits from a benefactor.

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Equity Indexed Annuity

An equity indexed annuity is an annuity in which revenues are related to specified equity indexes.

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Estate Planning

Estate planning is the preparation taken for assets of an individual upon his/her death.

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Fixed Annuity

A fixed annuity is an annuity that delivers a fixed payment for either the annuitant’s lifetime or a specified period of time.

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Life Insurance

Life insurance is insurance that will financially protect named beneficiaries in the event that the insured dies.

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