Author name: John Stevenson

second hand annuities

Beginners Guide to Secondary Market Annuities: What You Need to Know

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.

Beginners Guide to Secondary Market Annuities: What You Need to Know Read More »

1035 Exchange Annuities

What You Need to Know Before Making a 1035 Exchange for Annuities

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

What You Need to Know Before Making a 1035 Exchange for Annuities Read More »

annuity funds

What Is An Annuity Fund?

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

What Is An Annuity Fund? Read More »

maximize annuity income

Unlocking the Benefits of the Accumulation Period in Annuities

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

Unlocking the Benefits of the Accumulation Period in Annuities Read More »

best age for annuity

Planning for retirement: Can You Buy an Annuity at Any Age?

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

Planning for retirement: Can You Buy an Annuity at Any Age? Read More »

Scroll to Top