Financial Legacy - Lifevest Advisors

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.

Charles
July 29, 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…

Charles
July 29, 2025

Annuities

Qualified Longevity Annuity Contracts (QLACs): A Smart Move to Slash RMD TaxesBusiness

Many retirees overlook QLACs, but understanding how they can reduce RMD taxes may…

Charles
July 27, 2025

Annuities

When Inflation Soars, Can COLA Annuities Save Your Purchasing Power?Business

When inflation soars, COLA annuities can be a useful tool to protect…

Charles
July 25, 2025

Annuities

CD vs. Multi‑Year Guaranteed Annuity (MYGA): Which Offers the Better Safety Net?Business

Compare CDs and MYGAs to determine which offers a better safety net, but understanding…

Charles
July 24, 2025