Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.
Latest
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How to Cover the Income Gap While Your Social Security Grows
Taking Social Security later results in higher future income, but that can create an income gap. Annuities can boost income until you file for benefits.
By Ken Nuss
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Could an Annuity Be Your Retirement Safety Net?
More people are considering annuities to achieve tax-deferred growth and guaranteed income, but deciding if they are right for you depends on these key factors.
By Ken Nuss
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The Private Annuity Sale: A Smart Way to Reduce Estate Taxes
In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity.
By Jeffrey M. Verdon, Esq.
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Five Things I Wish I'd Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
By Pam Krueger
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I'm a Financial Adviser: Don't Believe These Five Myths About Annuities
Annuities can offer financial stability that can be quite freeing for retirees. Don't let a few myths spoil what might be a good thing for you.
By Jeff Juniper, Investment Adviser Representative (IAR)
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Is An Annuity Your Missing Retirement Piece?
In need of some guaranteed income? An annuity may be the answer if you check off any of these boxes.
By Donna Fuscaldo
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Your 401(k) Options Just Got More Complicated: Here's What You Need to Know
Private equity, real estate and expanded annuities are now options, but they are more complex, less flexible and more expensive to own.
By Pam Krueger
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I'm an Annuities Expert: Here Are Two Ways to Use Annuities to Benefit From the OBBB
To qualify for a new tax break included in the One Big Beautiful Bill Act, some older adults need to lower their taxable income. Annuities can make that happen.
By Ken Nuss
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How to Buy an Annuity Online (Without Regret)
You should never be rushed into buying an annuity. But now that they can be sold quickly and easily online, you need to be more alert than ever to pushy salesmanship. Here are four signs you're working online with a professional.
By Tyler Gay
