Author name: John Stevenson

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

In this article, you’ll learn how to compare Multi-Year Guaranteed Annuity (MYGA) rates and find the best MYGA annuity for your situation. Summary Need help choosing the best type of annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to speak with an annuity specialist. Watch this short video

What happens when your annuity reaches maturity? From collecting a lump sum to initiating income payments, the options you select will steer your financial course. In this article, you’ll learn what happens at the end of a contract period, outlining the choices you must navigate without overshadowing the detailed insights and strategies that follow, ensuring

Seeking the best annuities for retirement requires lots of effort, time and patience. There are lots of viable options available, depending on your situation. In this article, we compare fixed, variable, and indexed annuities, laying out the pros and cons of each and demystify the costs, to empower you to pick the right annuity for

Are you considering how to turn your $500,000 into a steady income stream that will last the rest of your life. If so, a $500K guaranteed income annuity can help! But, what does a $500K annuity pay? In this article, we’ll go through how much income a $500k annuity pays, and how it affects your

If you have $1 million available for purchasing an annuity and you are wanting to ensure a comfortable retirement. Then finding the right annuity is important Buying the right annuity can provide the highest income stream that can replace your job and provide financial security for your golden years. But what does a $1 million