Annuity guides

Are annuities safe in a recession? This is a crucial question for anyone looking to protect their investments. In this article, we explore how different types of annuities fare during economic downturns, helping you make better financial decisions. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? […]

Are you looking to maximize your retirement income by avoiding state taxes? This article provides a look at states that do not tax retirement income. Discover where you can keep more of your hard-earned money and enjoy a financially secure retirement. Summary Need help choosing the best annuity for your unique situation? Have questions about

Understanding the keys to comparing annuity quotes is crucial for choosing the right financial product for your retirement. This article breaks down essential factors like interest rates, annuity types, and specific terms, enabling you to make an informed decision. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an

The SECURE 2.0 Act has made some big changes to retirement savings and access. This article explains the major changes, such as RMD adjustments, catch-up contributions, and automatic enrollment in retirement plans.  Here’s everything you need to know about the Secure 2.0 Act! Summary Need help choosing the best annuity for your unique situation? Have

Is living off interest in retirement really possible? Yes, it can be, but it demands careful planning and a significant amount of savings. This article delves into the necessary steps, investment options, and potential pitfalls. By understanding these elements, you can determine if an interest-only retirement is viable for you. Summary Need help choosing the

A retirement spending calculator can predict if your savings will support your retirement lifestyle. This guide will show you how to use a retirement spending calculator effectively, from inputting your data to understanding the results. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so, it’s

What is a fee-based MYGA annuity? It’s a type of Multi-Year Guaranteed Annuity that charges a flat fee for advisory services rather than commissions. It guarantees a fixed interest rate for a specific period, making it a predictable investment option. This article covers their structure, benefits, potential drawbacks, and comparisons to other financial products. Summary

Curious about how self-directed annuities work within an SDIRA? These investments offer control and guaranteed income. In this guide, we’ll explain setting up, managing, and maximizing a self-directed annuity within a self-directed IRA. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an annuity? If so, it’s best to

Equity indexed annuities are a popular investment product that combines fixed and variable returns. This article explains how EIAs work, their benefits, and potential risks. 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 this short

Exploring the benefits of working with an independent annuity broker? They offer access to diverse annuity products, unbiased advice, and tailored retirement planning. This article breaks down these advantages to help you make better financial decisions for your future. Summary Need help choosing the best annuity for your unique situation? Have questions about getting an