NextGen Wealth

08/16/2026

Fun fact: You can actually pay the IRS $1,000 to calculate your annuity exclusion ratio.

That should tell you how complex annuities can be.

Coordination with your CPA isn’t optional.

Read more 👉: https://bit.ly/4kKSpUc

08/11/2026

If you’re not careful, the year will be over, and so will opportunities to take advantage of tax-saving strategies and more.

Read more 👉 https://bit.ly/3LL9srw

07/30/2026

Direct indexing is not for all retirees, but for the right situation, it can be a real benefit. Is it right for you?

Read more 👉 https://bit.ly/4ho9Qdh

07/22/2026

Social Security filing isn’t just about age.

It’s about taxes, income needs, survivor benefits, Medicare, pensions, investments, and your retirement lifestyle. That’s why “just file at 70” isn’t always enough.

Read more 👉 https://bit.ly/4vrTyo4

07/19/2026

Headlines touted the law as “no tax on Social Security,” but it’s a little more complicated.

Read more 👉 https://bit.ly/43gbCFN

07/18/2026

With the emergence of hybrid policies, which include life insurance and long-term care insurance, we now have a unique opportunity to help retirees get a much needed long-term care coverage using a policy they might not need anymore.

Read more 👉 https://bit.ly/46e0vzl

07/16/2026

Thinking about turning your 401(k) into an annuity?
It might sound simple… but it’s not.
Before you lock anything in, understand what you’re really giving up.
👉 Read more: https://bit.ly/4vuNNq0

Many employer 401 (k) plans offer an option to purchase an annuity. But should you? This isn’t a decision to be made lightly.

07/14/2026

Don’t guess with your retirement.
A second opinion on your annuity could bring clarity—and confidence. That’s what good planning is all about.

Read more 👉 https://bit.ly/45dC9EF

06/30/2026

Want the largest monthly Social Security check? Waiting until age 70 may be the right move.

Want the largest lifetime benefit? That's a different question altogether.
Read more 👉 https://bit.ly/4vrTyo4