What is the Best Age to Purchase an Annuity?
Annuities are contracts issued by an insurance company (or sometimes by a bank) designed to assist soon-to-be-retirees in successfully maximizing their savings to last...
Annuity Sales are Up. What’s Happening?
The COVID-19 pandemic initially negatively impacted annuity sales in a big way. But the initial shock seems to have worn off. The market for...
Five Simple Strategies to Maximize an Annuity’s Potential
Annuities are either products that retirees love or products which they despise.With so many different varieties of annuities, it is easy to see why.
There...
Should You Buy an Annuity in Your 401(k)?
At the end of 2019, Congress passed the SECURE Act, which is one of the biggest changes to the U.S. retirement savings policy since...
Annuity Surrender Charges: How Do They Work?
When choosing to liquidate or take out money from a fixed or variable annuity agreement, the issuer imposes a surrender charge. In this article,...
What fees are associated with annuities?
Annuities are often presented as a beneficial financial tool for retirement planning. They offer a plethora of advantages, including secure income and tax-sheltered growth,...
An Introduction to Annuity Riders: What They Are and How They Work
An annuity is a unique investment option that provides a guaranteed income stream for a specific period of time. An annuity can help you...
Understanding the 4 Different Types of Annuities
At their core, annuities are very straightforward. When you buy one, you’re giving up control of some of your retirement savings now in exchange...
What Are The Tax Implications Of Owning An Annuity?
An annuity is an agreement between an individual and an insurance provider that is intended to supply a continuing flow of income over an...
Annuity Sales Jumped During the Pandemic. Here’s Why
It’s been a year, hasn’t it? And, while in many ways we’re still living under the shadow of Covid-19, there’s reason to be hopeful...
