IRA Rollovers: Things To Know

IRA Rollovers: Things To Know

What is an IRA Rollover? If you are planning to retire, you might already have an Individual Retirement Account (IRA), either a traditional IRA or a Roth IRA. Both types of IRA provide tax advantages, but there are restrictions on withdrawing money from the account...
What is an Index Annuity?

What is an Index Annuity?

Donner’s Financial Services, Inc. | Retirement Planning Services Serving Detroit, Southfield, Redford, Livonia, Dearborn, and the surrounding communities.  “What is an Index Annuity?” Simply put, an index annuity can offer you protection from...
Should I Take A Pension Lump Sum Buyout

Should I Take A Pension Lump Sum Buyout

Should I Take a Pension Lump Sum Buyout? A pension lump-sum buyout can be a great deal for many retirees. But there are some good reasons why you should thoroughly weigh your options before deciding on a lump sum buyout. A pension lump sum buyout is typically offered...
How do I retire in 2021?

How do I retire in 2021?

How to Retire in 2021  Hi, everyone. William Donner here at Donner’s Financial Services. I would like to answer a question that people have had all year. That is, “How do I retire in 2021?” Based on COVID-19, market volatility, and the economy that we’re in...
Retiring Amid Economic Change 

Retiring Amid Economic Change 

Retirement Solutions For Baby Boomers in Southeast Michigan  Planning For Retirement  My name is William Donner, I’m the investment advisor here at Donner’s Financial Services. Today I’d like to speak to you about change. Ladies and gentlemen,...