Wednesday, May 23rd, 2012

The DBk Plan Presented by Pete Mitchell

What is a DB(k)? Basically, a DB(k) combines a pension plan with a matching 401(k) plan. As the name implies, it is a defined benefit retirement plan with some of the features of a 401(k).

Pete Mitchell’s- What To Do If You’re Laid Off

February 26, 2010 by  
Filed under All Posts, Everything IRA, Your 401(k)

If you’re laid off, what happens to your retirement money? Well, you have three basic choices with your 401(k). One gives you more freedom and control than the other two.

Pete Mitchell’s Immediate Annuties

Nobody wants to outlive their money. In fact, somebody recently asked me, “How do I organize my money so that I spend my last dollar on my last day of life?”

How To Know If An Indexed Annuity is Good For You – Presented by Pete Mitchell

February 9, 2010 by  
Filed under All Posts, Alternate Investments

Fixed indexed annuities can be very useful investments. As the name implies, FIAs are fixed annuities linked to the performance of a stock market index (often the S&P 500). Because of this stock market exposure, they can sometimes bring conservative investors very nice returns – often, considerably better returns than CDs, bonds, or money market accounts. They really aren’t designed to outperform the stock markets; they are designed to outperform the fixed markets.