Tax Advantages - 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

Annuities

The Tax‑Deferred Growth Secret: Why Many Retirees Choose Deferred AnnuitiesBusiness

tax deferred retirement growth

Just how do deferred annuities maximize your retirement savings by delaying taxes and boosting growth? Discover the secret now.

Charles
July 18, 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