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About
Steve Yates
Lifetime Pension Insurance Associates



 
 
Lifetime Pension & Insurance Associates is the #1 Sacramento, California, based Retirement Planning headquarters for all your Safe Money Retirement Planning needs.

 

LPIA is owned Steve Yates a 30 year veteran insurance producer. Our focus is providing our clients the tools and guidance required to plan a safe and secure retirement they can't outlive.


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Annuity News
What happens when I inherit an IRA???
5/23/2013 2:41:33 PM Annuity News
At IRS.gov, the IRS has laid out a set of guidelines for those that inherit IRA’s. They will separate it into 2 categories: spousal and non-spousal. Use the following steps to properly handle an inherited IRA. Inherited from spouse. If a traditional IRA is inherited from a spouse, the [...] View More...
How the 4 Percent Rule Lost Its Golden Luster
5/23/2013 12:51:25 PM Annuity News
The 4% Retirement Rule is DEAD Have you heard of the 4% rule from a broker or financial advisor before? For approximately two decades, retirees have often been advised that a 4 percent withdrawal rate from their savings would sustain them over the years – practically guaranteeing them that they would not run [...] View More...
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