January 2024

A fixed index annuity (FIA) is a financial product that combines elements of a fixed annuity and a variable annuity. With an FIA, your returns are linked to a stock market index, like the S&P 500, but the annuity provides a safety net by protecting your principal from market losses. Any gains earned are locked

Navigating the landscape of fixed index annuity rates can be daunting. You’re seeking the best return without compromising on security. In this guide, we’ll compare the best fixed index annuity rates, exploring caps, participation rates, and associated fees, to help you choose wisely for your financial future. Summary Need help choosing the best type of

Are you looking for the best fixed annuity rates from 1 to 20 years? This guide will show you what kind of income you can expect from fixed annuities ranging from 1 year to 20 year terms. In this article, we’ll compare the different fixed annuity providers and explain how fixed annuities can help you

If you’re single, widowed or divorced, you may be looking for individual retirement annuities where you need a guaranteed income for yourself as you enter retirement.  So, how do you know what are the best individual annuities for you? After helping thousands of people in retirement, here is a guide on how to find the

Are you looking to roll over your IRA or 401(k) into an annuity without the headache of immediate taxes? Understanding the IRS annuity rollover rules is your first step. This direct guide breaks down the essential steps and tax implications, offering you the knowledge to optimize your retirement funds. Summary Need help choosing the best

If you’re inheriting annuity death benefits, understanding the tax implications is essential. In this article, you’ll learn how annuity death benefits are taxed, whether you’re a spouse or non-spouse beneficiary, and no matter the type of annuity involved. Summary Need help choosing the best type of annuity for your unique situation? Have questions about getting