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Wealth Management Design

Bruce Treadwell

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Article Highlights

Understanding The Difference Between Fixed And Variable Annuities

Understanding The Difference Between Fixed And Variable Annuities

Annuities offer tax sheltered growth which can result in significant long-term returns for you if you contribute to the annuity for a long period and wait to withdraw funds until retirement.

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The Good News: The Longer You Live, The Longer You Live

The Good News: The Longer You Live, The Longer You Live

It wasn't until the 20th century that mortality rates began to decline within the older ages. More recent research shows continuing improvement in life expectancy among those aged 80 or above.

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Verifying Social Security Records To Maximize Your Benefits

Verifying Social Security Records To Maximize Your Benefits

If you are relying on social security as a portion of your retirement income, you'll want to make sure your income is calculated correctly.

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Bruce Treadwell

bruce@wealthmanagementdesign.com

1440 45th Street
Moline, IL 61265

(309) 737-6921

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Bruce is a retirement income specialist dedicated to serving and guiding senior retirees and pre-retirees in making wise decisions about their financial future

Disclaimer: The videos, articles, and downloadable booklets presented here are intended as information only and are not intended to repesent tax, legal, or investment advice. Financial products can differ based on your state of residence, your age and the product you select. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. It is important that you read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.