When comparing an annuity due and an ordinary annuity, the key difference is payment timing: an ordinary annuity pays at the end of each period, while an annuity due pays at the beginning. This difference affects their present value and financial benefits. In this article, we’ll unpack these differences, how each type works, and the […]
Annuity Due vs. Ordinary Annuity: What is the Difference? Read More »
Annuities are influenced by the fed-rates, and any cuts there WILL have an impact on annuity payouts.
Are the Rates on Annuities Going down? Read More »
This article gives you a clear look at different annuities, including the annuity risks associated with each. We’ll break down immediate, deferred, fixed, and indexed annuities, explaining the specific risks tied to each. By the end, you’ll have a comprehensive look at different annuities: the annuity risks associated with each type, helping you understand which
A Look at Different Annuities & the Annuity Risks Associated With Each… Read More »
Facing the tax complexities of an inherited non-qualified annuity? This beneficiary tax guide managing an inherited non-qualified annuity will clarify the key tax considerations. In this article you’ll discover withdrawal options, spousal benefits, and strategies to minimize tax burdens and optimize your inheritance. Read on to manage your inherited non-qualified annuity effectively. Summary Need help
A Beneficiary Tax Guide: Managing an Inherited Non-Qualified Annuity Read More »
Income Riders or MYGA…which is right for you?
The case for FIA’s with Income Riders versus a MYGA Read More »
Annuities provide income security but are also prone to scams. This article explains common types of annuity scams to look out for, such as misleading sales pitches, high-pressure tactics, and fraudulent advisors. Knowing these scams will help safeguard your financial future. Summary Need help choosing the best annuity for your unique situation? Have questions about
Common Types of Annuity Scams to Look Out For Read More »
Choosing the right annuity beneficiary is crucial for ensuring your financial legacy supports your loved ones as intended. This article outlines 5 things to consider when choosing an annuity beneficiary, helping you make an informed and mindful decision in line with your financial goals. Summary Need help choosing the best annuity for your unique situation?
Things to Consider When Choosing an Annuity Beneficiary Read More »
SPIAs or income riders? Which one should you get? In this episode I talk and compare both options.
In what instance would a SPIA be better than an FIA annuity with income rider? Read More »
Are you searching for the safest annuity company? There are a lot of safe annuity providers to choose from. In this article, we’ll consider which annuity company is the safest one to work with and what to look for when choosing a safe annuity company. Summary Need help choosing the best annuity for your unique
What is the Safest Annuity Company? Read More »
An annuity is a good idea if you want a guaranteed income stream in retirement or guaranteed rates of return as part of your portfolio. This article explains “when is an annuity a good idea” and why annuities make sense, covering different scenarios and types. Learn how to decide if an annuity aligns with your
When Is an Annuity a Good Idea? Read More »
