investment options - Lifevest Advisors

Annuities

Roth IRA vs. Roth Annuity: Surprising Differences Retirees OverlookBusiness

retirement accounts comparison

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

Charles
August 1, 2025

retirement accounts comparison

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

avoiding annuity surrender penalty

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…

Charles
July 31, 2025

retirement income benefits charity

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

qlacs reduce rmd tax

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