Annuity guides

Choosing the right annuity beneficiary is crucial for ensuring your financial legacy supports your loved ones as intended. This article outlines 5 things to consider when choosing an annuity beneficiary, helping you make an informed and mindful decision in line with your financial goals. Summary Need help choosing the best annuity for your unique situation? […]

Are you searching for the safest annuity company? There are a lot of safe annuity providers to choose from. In this article, we’ll consider which annuity company is the safest one to work with and what to look for when choosing a safe annuity company. Summary Need help choosing the best annuity for your unique

An annuity is a good idea if you want a guaranteed income stream in retirement or guaranteed rates of return as part of your portfolio. This article explains “when is an annuity a good idea” and why annuities make sense, covering different scenarios and types. Learn how to decide if an annuity aligns with your

A flexible annuity allows incremental contributions to your retirement savings rather than a one-time payment. This means you can add funds as your financial situation permits. In this article, we will go into more detail on how a flexible annuity works. Summary Need help choosing the best annuity for your unique situation? Have questions about

In this article, we will answer the question “what are your individual retirement annuity contribution limits?”, explore related tax benefits, and make comparisons with other retirement accounts. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to speak with an annuity specialist. Watch

Are you seeking ways to boost your retirement income by swapping your current annuity for a higher paying one? In this guide on how to get paid to swap your annuity for a higher paying one, we’ll explore the key steps and benefits of making this switch. Learn about potential bonuses, how to avoid surrender

Ever wondered how much does a $500k MYGA annuity pay per month? A $500,000 MYGA annuity, at current rates of 5% to 5.9%, can provide you with monthly payments between $2,300 and $2,417. This article will walk you through the calculations and show examples from various MYGA providers. Summary Need help choosing the best annuity

Are you looking to get $100k per year in retirement income for life? This guide will help you evaluate your income needs, consider inflation, and explore guaranteed income options to secure your future. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to

Annuities are given favorable tax treatment because the investment grows tax-deferred until you withdraw funds. In this article, we will delve into how annuities are given favorable tax treatment and what this means for retirement planning. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so,

Gifting an annuity involves specific rules to avoid tax pitfalls and legal complications. This article covers the essential regulations, types of annuities eligible for gifting, and tax implications such as the three-year rule. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to