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Annuity Articles

QLACs: A Secure Retirement Income Option Enhanced by SECURE Act 2.0

QLACs, or Qualified Longevity Annuity Contracts, are a specialized type of annuity designed to provide guaranteed income in later retirement.
2 Mins Read

Prepping for Retirement in the Home Stretch

With just five years left until retirement, the countdown has officially begun. This crucial period is your last chance to ensure that you are financially prepared for the lifestyle you envision post-retirement.
3 Mins Read

Planning for a Purposeful Retirement

3 Mins Read

Phased Retirement Could be your Path to a Fulfilling (and Financially Secure) Retirement

The classic image of retirement – a clean break from your career into endless leisure time – is being replaced by a more flexible approach: phased retirement.
2 Mins Read

No 401(k)? Alternative Ways to Power Your Retirement Savings

2 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

Living to 100 Brings New Challenges to Retirement Planning

3 Mins Read

Late-Career Layoff? It’s Not the End of the World

2 Mins Read

Is Your Annuity Right For You? Let’s Talk About It

Okay, let's be honest – the word "annuity" might not set your heart aflutter.
2 Mins Read

Getting Started with Fixed Annuities

2 Mins Read

Discover Fixed Rate Deferred Annuities

2 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

Buying Stocks and the Stock Market. How it works.

2 Mins Read

Forced Early Retirement: The Financial Impacts and Planning Strategies

2 Mins Read

How To Use Income Annuities In Retirement Planning

There are a number of different choices you can make when setting up your income annuity. These choices will determine how much money you receive each month, how much you leave to your heirs, and other important choices.
3 Mins Read

Annuities, The Big Three: Fixed Interest, Fixed Indexed, and Variable

A bank guarantees the deposit and interest on a bank CD, with a fixed interest annuity, the insurance company guarantees the product. There is one basic different between a bank CD and a fixed interest annuity, the tax liability on interest earned in a fixed interest annuity is deferred until the funds are touched or used. Interest rates can vary between states of residence and offerings from insurance companies.
2 Mins Read

Fixed Index Annuities Versus Bonds

3 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

When Planning, Don’t Forget These Often Overlooked Retirement Expenses

3 Mins Read

When Planning Retirement, Make Sure Your Money Lasts As Long As You Do!

4 Mins Read

When Planning For Safety Consider The Alternatives

3 Mins Read

When Optimism Can Be Devastating

2 Mins Read

When is a Good Age to Consider Investing in An Annuity?

Annuities are designed as long term vehicles to be used later in life — at least until age 59 ½. To make annuity owners focus on their use later in life, the IRS imposes a 10% additional tax for any annuity accessed before that age minimum of 59 ½. The tax is in addition to any income taxes which may also be due on a pre-59 ½ distributions.
3 Mins Read

Protect Your Retirement

Dur 20th edition of The Safe Money Guide, the standard of the industry..

Guaranteed Income For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life

Recent Posts

Sidestep These Retirement Roadblocks

Reviewing Your Retirement Plan

Aligning Couples’ Retirement Goals Despite Differing Details

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