Christian Fairbanks, J.D.

04/10/2024

Regardless of how you’ve chosen to save for retirement, you’ll need a withdrawal strategy that you can’t outlive. Let’s talk about how a tax-deferred annuity can help prepare you for your retirement.

Regardless of how well you've saved, you’ll need a withdrawal strategy during your retirement.

04/03/2024

Did you know it’s possible to enhance your charitable legacy while creating a guaranteed retirement income stream? Let’s talk through it.

How to roll over a legacy IRA to a charitable gift annuity.

03/27/2024

Check out this income gap calculator to see if you’re on track for a smooth retirement.

03/22/2024

You and your employer may have different ideas about when you should retire. Let’s connect about methods that can safeguard your retirement and build retirement income on YOUR terms.

03/20/2024

Don’t run through your assets faster than you planned. Let’s discuss how an immediate annuity can help close the gap.

03/13/2024

Annuities, like retirement plans, are not one size fits all. Let’s build one tailored for you.

There are a variety of annuities that offer different payouts and benefits. This article helps you determine which type of annuity may be best suited for you.

03/06/2024

It’s not what you earn, it’s what you keep. Let’s talk about your retirement plan and the power of tax-deferral to help you keep more.

https://fieldnet.massmutual.com/public/ann/pdfs/an8401.pdf.

02/28/2024

81% of Americans facing retirement say they’d work part time if they could receive healthcare benefits. Let’s set up some time to talk about your retirement plan and keep you in control of your employment decisions in your retirement years.

https://www.agefriendly.com/articles/employers-serving-up-benefits-for-part-time-workers.

02/21/2024

Planning to immediately pull money from your retirement accounts as soon as you exit the workforce? There may be a better way. Let’s talk through a qualified longevity annuity contract (QLAC) that can help delay withdrawals and associated tax payments.

02/14/2024

Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.

https://bit.ly/3SXz7OZ.

This video explains the benefits of tax deferral and describes the differences between a tax-deferred investment and one that is taxed each year.Tax deferral...

02/07/2024

These days, you can do almost anything online. But lots of people prefer real human interaction when talking about their financial goals. Let’s discuss your retirement needs and see if your plans are on track.

https://bit.ly/49q5jjr.

01/31/2024

It’s tax time, which means it’s important to understand the status of all your assets – and what’s taxed now and what’s taxed later. Let’s chat.

https://bit.ly/3ubZR4N.