Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.
Latest
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Fixed Indexed Annuities and Bonds: The Perfect Match?The prospect of more interest rate cuts has investors wondering how to enhance the bond portion of their portfolio. A fixed indexed annuity could be the answer.
By Keith Wiltfong, CFP®, CIMA®
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Are You 'Too Old' to Benefit From an Annuity?Probably not, even if you're in your 70s or 80s, but it depends on your circumstances and the kind of annuity you're considering.
By Ken Nuss
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6 Key Ways to Plan for Financial Success in 2026Use last year's tax data to help guide you as you consider this year's taxes, asset allocation and sources of the regular income you'll need in retirement.
By Ken Nuss
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How to Find a Financial Adviser for Retirement PlanningFinding the right financial adviser for retirement planning can save you time and money. Here's how to avoid sketchy ones and unearth the truly great advisers.
By Adam Shell
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How to Cover the Income Gap While Your Social Security GrowsTaking 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 TaxesIn 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 RetiredNot 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 AnnuitiesAnnuities 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)
