Do Annuities Really Make Retirement More ‘Fun’?

Nobody ever called retirement “fun”... except for a happy retiree. But the fact is, all the planning in the world can't guarantee a life of...

New SEC Rule Could Soon Make Things Interesting for Annuity Buyers

Sometimes it might seem like Congress doesn’t do anything other than pass meaningless “National Oyster Appreciation Day” bills and argue in public, but sometimes...

Advisors are Increasingly Recommending Annuities, and for Good Reason

Financial advisors sometimes have a reputation for following the flavor of the week when it comes to the investment products that they recommend to...

Understanding the Tax Implications of Annuities

Taxes on annuities are both complicated and most of all, unavoidable. Tax obligations are typically met in one of two ways. (1) If you...

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...

What You Need to Know About Longevity Annuities

There’s one question that no retirement planner can answer: how long exactly you need to plan your retirement for to live out the rest...

How to Make Sure You Get Your Money’s Worth From an Annuity

Annuities provide a steady stream of income for retirees in the way that workplace pensions of old once did, protecting retirees from outliving their...

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...

Annuitize Your Retirement Portfolio? Here’s What You Need to Know

The appeal is hard to argue with. With an annuity you can guarantee yourself a steady, predictable stream of income throughout your retirement, just...

Should You Consider a Longevity Annuity?

Not all annuities are created equal, just as no two retirees are alike.  But, if your main concern is running out of money in retirement,...

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