Annuity guides

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 […]

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

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

What Happens When Your Annuity Reaches Maturity? Read More »

Annuities explained

Annuities Explained: Understanding Your Retirement Income Options

Imagine being able to secure a steady stream of income that you cannot outlive, providing you with financial peace of mind as you navigate your golden years. That’s the power of annuities – a reliable ally in your retirement journey, providing a safety net against the unpredictability of life. But like any financial decision, investing

Annuities Explained: Understanding Your Retirement Income Options Read More »

Scroll to Top