Tag Archives: IRA

When Do Immediate Annuity Payments Begin?

I asked this question to David Pipes in Fresno, California and here is what he said: ” Generally speaking the annuity payment starts within one year of making the deposit. Otherwise it is called a “deferred annuity.” Annuity payments come … Continue reading

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Annuities are not designed to keep up with the market

What is your definition of competitive returns?  Annuities are not designed to compete with market returns.  That being said, Fixed Indexed Annuities might, I said might be able to do that. If you want an annuity to keep up with … Continue reading

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Saving Money with an IRA

IRA – Individual Retirement Accounts Individual retirement accounts, or IRAs, are a method for saving money for retirement that is either tax-free or tax-sheltered. There are several types of IRAs, each with its own benefits, rules, and contribution limits. If … Continue reading

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Ask Robert J Russell – Annuities

Question: Does Wells Fargo have Annuities? Answer: Wells Fargo bank refers their business in annuities to many Life Insurance companies and agencies. So you are not directly purchasing an annuity insurance contract from them directly. Just like their insurance companies … Continue reading

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The annuity 99% of clients should avoid (and one that’s better)

It’s naïve to assume that Jane Bryant Quinn, who writes monthly columns for AARP Bulletin and AARP.org, would pass up the opportunity to caution folks against certain types of annuities; and she does so in both the book and an interview … Continue reading

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Retirement has nothing to do with Age!

Retirement is not about age, it’s about how much you can save and how long your income will last. Robert J Russell, Licensed Insurance Broker has helped thousands of people save for their retirement. Isn’t it time to think about … Continue reading

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Ways to Fund Your Real Estate Purchase

There are several ways to approach investing in real estate with your retirement funds. Here are a few examples: Direct Purchase A direct investment involves purchasing a physical property and collecting the income generated within your self-directed retirement account. It … Continue reading

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The Basics of a Real Estate IRA

Self-directed IRAs that focus heavily on real estate investments are often referred to as “Real Estate IRAs.” With a Real Estate IRA, your retirement funds can invest in all kinds of real estate and real estate-related assets. Explore the most popular … Continue reading

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Real Estate IRA Investing with Robert J Russell

Are you looking for ways on how you can understand IRA investing in a more comprehensive manner. Have you been asking yourself why you must invest IRA in real estate? Are you wondering how the whole process would go and … Continue reading

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Buying Investment Property with Your IRA

Many property investors are unaware of IRS rules that allow them to take non-recourse loans against their self-directed IRA, and leverage their savings to buy investment real estate. Best of all, IRA-owned investment property can be taxed at a lower … Continue reading

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