Annuity guides

Calculating the exclusion ratio for your annuity shouldn’t be a daunting task. In essence, you’re looking to find out how much of your annuity payment is not taxable. Whether you have a fixed, indexed or variable annuity, understanding “how to calculate the exclusion ratio for your annuity” can save you money at tax time. This […]

If you’re seeking the safest annuities for retirement, understanding which products offer the most protection is crucial. This article cuts through the complexity to identify which annuities provide the stable, guaranteed income necessary for a secure retirement and which annuity providers are the safest you can get. Explore the key factors that impact annuity safety

When planning for retirement, you’re faced with a myriad of investment choices, and understanding the nuances of each option is crucial.  Index annuities and fixed annuities stand out in the field of retirement planning – but how do they differ, and which one might be right for you? This article focuses on demystifying the index

Are you looking for the best income annuities for guaranteed retirement income?  If so, here are the best income annuities for immediate income, income in 5 years, income in 10 years and income in 15 years. Summary Need help choosing the best type of annuity for your unique situation? Have questions about getting an annuity?

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

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

Navigating the landscape of fixed index annuity rates can be daunting. You’re seeking the best return without compromising on security. In this guide, we’ll compare the best fixed index annuity rates, exploring caps, participation rates, and associated fees, to help you choose wisely for your financial future. Summary Need help choosing the best type of

Are you looking for the best fixed annuity rates from 1 to 20 years? This guide will show you what kind of income you can expect from fixed annuities ranging from 1 year to 20 year terms. In this article, we’ll compare the different fixed annuity providers and explain how fixed annuities can help you

If you’re single, widowed or divorced, you may be looking for individual retirement annuities where you need a guaranteed income for yourself as you enter retirement.  So, how do you know what are the best individual annuities for you? After helping thousands of people in retirement, here is a guide on how to find the

Are you looking to roll over your IRA or 401(k) into an annuity without the headache of immediate taxes? Understanding the IRS annuity rollover rules is your first step. This direct guide breaks down the essential steps and tax implications, offering you the knowledge to optimize your retirement funds. Summary Need help choosing the best