Oak Tree Financial

08/07/2024

https://blog.massmutual.com/planning/hardship-withdrawals

Facing a major expense you can’t afford? Learn about 401(k) hardship withdrawals and loans, including eligibility and drawbacks.

08/05/2024

https://blog.massmutual.com/planning/irs-audit-prep

06/13/2024

https://blog.massmutual.com/retiring-investing/annuitization-explained

A number of decisions go into activating a guaranteed stream of income in retirement.

01/29/2024

https://blog.massmutual.com/retiring-investing/retirement-plan-contribution-limits

Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pretax limit. MassMutual financial professionals can help you set goals for saving.

01/15/2024

https://blog.massmutual.com/retiring-investing/annuities-and-age

When to purchase an annuity depends on your risk tolerance and long-term financial goals.

08/22/2023

https://blog.massmutual.com/retiring-investing/guaranteed-lifetime-withdrawal-benefit

Some annuities offer a rider that can switch a market growth focus to guaranteed income.

08/08/2023

Annuity Solutions to Meet Your Goals

This interactive digital asset is designed to facilitate virtual conversations with clients and position annuities.

07/21/2023

https://blog.massmutual.com/retiring-investing/how-to-shop-for-a-mortgage

Mortgages aren't one size fits all proposition. This article includes tips to help you prepare when shopping for the right mortgage – and a fair deal.

07/11/2023

Benefits of Fixed Index Annuities

See how the benefits of a fixed index annuity work together to keep retirement income planning on track. We look at six top fixed index annuity benefits: principal protection, tax deferral, growth opportunities, liquidity, guaranteed income and beneficiary payments. In a relay race, the strength of....

07/11/2023

How Disability Insurance Can Improve Your Life

Are you looking to improve your life? Having disability insurance is a simple way to make that happen. Skeptical? Let us count the ways. Are you a fan of having peace of mind? Do you like sleeping well at night? Do you dislike wringing your hands and frantically worrying about financial matters?

06/14/2023

https://blog.massmutual.com/retiring-investing/annuities-understanding-surrender-charges

Those purchasing annuities should understand surrender charges, a fee assessed for withdrawing funds from an annuity during an initial pre-set number of years.