Author name: John Stevenson

Are you planning for your financial future and wondering about the right retirement income strategy? If so, you might be wondering what the difference is between an annuity and a pension.  In this article, we will explore the key aspects of pensions and annuities, their benefits, risks, and tax implications, and provide guidance on making

Are you confused with the differences between an IRA and an annuity? In this article, we will compare Individual Retirement Accounts (IRAs) and annuities, in an “IRA vs annuity” showdown. Before we get started, here are a few things to keep in mind: Be sure to watch the video below for a more detailed breakdown

Annuities can be a valuable tool when planning for retirement, but navigating the complex world of annuity taxation can feel like traversing a labyrinth. In this article, you will learn about the tax implications surrounding qualified and non-qualified annuities, early withdrawal penalties, and tax-free alternatives. Summary If you’re short on time, here are some brief

If you’re planning for retirement, annuity payments can play a big role in shaping your long-term financial security. These payments offer a reliable income stream, often for life, giving you peace of mind when paychecks stop coming in.  Over 20 years, more than 1 in 4 adults over 50 will lose 75% or more of