Annuities Blog
Tax Deadline April 15, 2015
The deadline for individuals to file their tax return is April 15. Depending on the type of legal entity, the business tax deadline may vary. If it looks like you won’t be able to get your tax return filed on time, the good news is that you can request an extension. Individuals can request a six-month extension on
…read more »When is the Deadline for a Business Tax Extension in 2015?
Tax Season 2015 We all know April 15 is “tax day.” But if you own a business, your company might have a different filing deadline. The first step in figuring out the tax return filing deadline for your business is determining what type of business entity you have. This blog post will address the tax
…read more »Enrollment for 2015 Health Insurance
Enrollment is now open for 2015 health insurance through the Obamacare health insurance marketplace. If you do not receive health insurance through an employer sponsored plan then you will most likely need to secure your own individual health insurance or family health insurance. There are even health insurance options for small business owners available online.
…read more »Should I exchange my existing annuity for a new one? Read this first!
By Nina Avery, CFP® My partner and I were recently contacted to give a second opinion and explain a proposed annuity exchange to a confused consumer. If you have been contacted to exchange your annuity please contact us for a second opinion at Nina@montanalifegroup.com or Troy@montanalifegroup.com. We will be happy to evaluate your case and
…read more »Protect the Ones You Love and Create A Secure Retirement at the Same Time
Written by: Nina Avery, CFP® Less than a week before my dad died he asked me to make sure he had done everything he could to protect my mother and make sure she was taken care of financially. I don’t know if he knew he was going to die or if it is just
…read more »What is a Multi-Year Guaranteed Annuity (MYGA)?
There are many different types of annuities. One popular type of annuity is called a Multi-Year Guaranteed Annuity, or MYGA. In this post we answer the question “What is a MYGA?” and we will try to show when it is appropriate to use a MYGA as a savings vehicle. View current MYGA Rates here>>
…read more »Types of Annuities
On April 6, 2014, insurancenewsnet.com issued a press release titled Is an Annuity Right for You? While the release doesn’t exactly answer the question of who could benefit (or not benefit) from an annuity, it does a great job of concisely defining the various types of annuities. Here’s a short excerpt from the release: *
…read more »Scam Alert – March 31, 2014 – Montana Secretary of State Bogus Email
Linda McCullough, Montana Secretary of State, issued a warning about a bogus email scam today. Do not open attachments on emails similar to the one pictured below. The email contains a link and instructs the recipient to click the link in order to “finalize the activation of your agent agreement.” The bogus email is addressed from “keithbrian2014@gmail.com.”
…read more »What Obama Was Actually Doing On “Between Two Ferns”
The mega-viral video of President Barrack Obama‘s comedy interview with Zach Galifinakis this week was a highly calculated move by the Administration. It was very funny and received over 15 million views. The Administration had a particular goal with the move: to appeal to young people and encourage them to sign up for healthcare through Healthcare.gov.
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