Charles - Lifevest Advisors

Annuities

Annuitization vs. Systematic Withdrawals: Which Creates More Lifetime Income?Business

However, understanding the key differences between annuitization and systematic withdrawals is essential to choosing the right strategy for lifetime income.

Charles
August 5, 2025

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Gold IRA

Oxford Gold Group Review: Trusted Analysis

Explore a comprehensive Oxford Gold Group review to discover its reliability and services in precious metals investment for your financial future.

Charles
August 4, 2025

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Annuities

Protecting a Special‑Needs Loved One With a Structured Settlement Annuitybusiness

Keeping your special-needs loved one protected with a structured settlement annuity involves key strategies that can ensure long-term security—discover how to implement them effectively.

Charles
August 3, 2025

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Annuities

Roth IRA vs. Roth Annuity: Surprising Differences Retirees OverlookBusiness

When comparing a Roth IRA and a Roth annuity, you’ll find notable…

Charles
August 1, 2025

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Annuities

The 10‑Year Surrender Charge Trap: How to Keep Your Annuity PortableBusiness

Getting trapped in a 10-year surrender charge can limit your flexibility—discover strategies to keep your annuity portable and avoid costly penalties.

Charles
July 31, 2025

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Annuities

How Charitable Gift Annuities Turn Retirement Income Into Lasting Impactbusiness

A charitable gift annuity transforms retirement income into a lasting legacy, offering both financial stability and meaningful support—discover how it can benefit you today.