Author name: John Stevenson

Looking to convert your 401K to an annuity? This article details each step and key considerations for converting a 401k to an annuity, ensuring you have the information necessary to proceed with confidence. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to […]

What are secondary market annuities, and how can they fit into your retirement plan? This beginners guide to secondary market annuities cuts straight to the core, offering clear explanations and practical insights. We’ll take you through the ins and outs of SMAs, helping you decipher if they’re the right choice for optimizing your financial future.

Thinking about making a 1035 exchange for annuities? To make a choice that’s both sound and tax-smart, familiarize yourself with what you need to know before making a 1035 exchange for annuities. From the tax benefits to the considerations that might affect your finances, we offer insights into the essential elements that will impact the

Are you wondering what an annuity fund is? It’s a financial agreement in which you invest money now to ensure a regular income later, particularly in retirement. An annuity promises future financial security, providing peace of mind. Whether you’re approaching retirement or planning ahead, understanding an annuity fund is crucial. This article will explain annuity

If you’re investing in an annuity, you need to know how to harness the potential of its accumulation period. This phase is your opportunity to grow your retirement wealth through contributions and compound interest. Our article explores practical ways to unlock the benefits of the accumulation period in annuities, helping you build a robust financial

Age is a crucial factor in planning for retirement with annuities, and you might be wondering: “can you buy an annuity at any age?” or “when is the best age to buy an annuity?” This article directly addresses the age parameters set by annuity providers, dispelling myths about age restrictions and offering concrete insights into

Are you exploring ways to get an immediate and consistent lifetime income for retirement? If so, Immediate annuities may be the solution you’re looking for! This article will go through some of the top benefits of an immediate annuity for a secure retirement income. Summary Need help deciding which annuities are best for your retirement