In Puerto Rico, where retirees face unique tax rules and limited pension access, structuring your retirement income for tax efficiency is essential. Many residents rely on Social Security and...
For decades, pensions were the cornerstone of retirement planning in Puerto Rico. Workers expected a steady income after retirement, guaranteed for life. But that reality has changed. Following government...
Are you planning for a stable and financially secure retirement in Puerto Rico? Rolling over your IRA into an annuity is an effective strategy for Puerto Ricans to guarantee...
As inflation rises and the global markets fluctuate, retirees and near-retirees in Puerto Rico are becoming more cautious about how they plan for retirement. While many once relied on...
Many people in Puerto Rico worry about running out of money in retirement—and with good reason. Social Security benefits often fall short, and traditional employer pensions are becoming increasingly...
If you’re living in Puerto Rico and planning for retirement, you’re likely thinking about how to create a stable income without taking on unnecessary risk. With the rising cost...
In a major boost for retirement planning, the U.S. government is introducing new tax benefits for annuity holders in 2024. These changes are part of a broader effort to...
