Sentences with phrase «lifetime financial advantages»

Not exact matches

One key finding is that retirees can take advantage of immediate annuities» guaranteed lifetime income while investing less money upfront if they're willing to adjust their spending and withdrawals from the rest of their savings throughout retirement based on how the financial markets are performing.

«Life insurance cash values can be accessed during the policy owner's lifetime through two ways, loans and withdrawals,» says Jason Silverberg, vice-president of financial planning at Financial Advantage Associates (Rockville, Mfinancial planning at Financial Advantage Associates (Rockville, MFinancial Advantage Associates (Rockville, Maryland).