Annuity guides

Annuity income riders

The Role of Annuity Income Riders in Retirement Planning

The whole goal of retirement planning is to ensure a stable financial future, but how can annuity income riders contribute to this goal? As supplemental features to annuities, these riders offer a guaranteed income for life, a buffer against market dips, and flexible withdrawal options. Understanding the role of annuity income riders in retirement planning […]

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Maximize fixed index annuity returns

How to Maximize Returns with a Fixed Index Annuity (FIA)

Are you leveraging your fixed index annuity (FIAs) to its fullest potential? This article addresses the savvy financial moves that can help you optimize returns. Summary Need help choosing the best fixed index annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to speak with an annuity specialist. Watch

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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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