Author name: John Stevenson

Specializing in guaranteed retirement strategies, I focus on being honest and transparent while giving you the very best annuity for your needs.

Best Fixed Indexed Annuity rates

Comparing The Best Fixed Index Annuity Rates

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 […]

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Annuity Death Benefits: How are they taxed?

How Are Annuities Taxed At Death? (Annuity Death Benefits & Taxation)

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

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Annuity Maturity

What Happens When Your Annuity Reaches Maturity?

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

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