If you’re holding an annuity and considering a rollover, you’re not alone. Many Puerto Rican retirees are rethinking whether their annuity is still working for them—or if it’s time...
Retirement planning in Puerto Rico is evolving—fast. With new rules, rising inflation, and ongoing tax considerations, more residents are rethinking how to manage their retirement income efficiently. One powerful...
When it comes to retirement planning in Puerto Rico, one question that keeps coming up is: Can I roll over my annuity into an IRA? It’s a great question—and...
If you’re living in Puerto Rico and nearing retirement—or have recently changed jobs—you might be wondering what to do with your 401(k). Should you leave it where it is,...
