Articles related to #RetirementPlan

Annuities are not the elderly’s monopoly

An annuity can give you a lot more than just a retirement income. If you’re supporting school-age children and looking into different financial tools, find out how an annuity can serve as their education fund.

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Public and private annuities – know the difference!

Buying an annuity early for retirement has been a hot topic recently. But there are public and private annuities, and some are even tax-deductible. Please figure out which plan is right for you before you buy!

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A long term life insurance plan with potential tax benefits

By purchasing a Qualifying Deferred Annuity Policy certified by Insurance Authority (‘’IA”), in addition to the protection and saving benefits, you are also able to enjoy potential income tax deduction both as an individual taxpayer or as taxpaying couple.

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SPY’s enjoyable retirement

Plan early for a carefree retirement! SPY, the cute corgi of Uncle Siu, is here to demonstrate ways to achieve a perfect retirement plan!

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