ANNA A. KING

06/18/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

06/18/2026

Schedule Appointment

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

06/17/2026

Promote Your Business & a Business you appreciate
Let’s Support each other :)

TAG Yourself in Comments

06/15/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

06/11/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

06/10/2026

Support Local Businesses. Give your favs a shout out in the comments section :)

06/09/2026

Parents and Grandparents,

A question that's been on my heart lately:
What gifts are you giving your children and grandchildren that will last a lifetime?
Not the toys that collect dust.
Not the gadgets that break.
Not the things that end up forgotten in a closet.

What about the gifts that continue giving long after you're gone?
The values you teach.
The memories you create.
The wisdom you share.
And the financial foundation you help build for their future.

As a financial professional focused on holistic planning, I believe some of the greatest gifts aren't wrapped in boxes they're wrapped in love, preparation, and purpose.

What legacy are you creating for the next generation?

The best time to plan is before you need it.
“Contact me to discover strategies for building a strong financial foundation for your family's future.”

To Book time with me:
https://calendly.com/aaKing

Anna King, MBA
Registered Representative, New York Life Insurance Company
10260 SW Greenburg Rd Suite 1150
Portland, OR 97223

Call: (971) 221-3430
Email: [email protected]

Text Only: (971) 462-4572 Opt in for secure texting
Website: https://lnkd.in/g_frjjGv

06/08/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

06/04/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

06/01/2026

A recent national survey focused on how American college students are feeling about their money situation at a moment when simply a trip to the gas pump or grocery store can trigger cash anxiety.

National survey tracks with recent Utah poll regarding college-age students’ attitudes toward college, tuition.