Annuities
Latest
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Confused by Annuities? Making Sense of the Different Types
Many investors aren't sure if annuities are a good option for meeting financial goals. Let's look at the different categories, along with their pros and cons.
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Published
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10 Ways to Generate Retirement Income
Here are some of the benefits and drawbacks of each of these retirement income strategies so you can see which ones might work for you.
By Mike Decker, NSSA® Published
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Goals-Based Retirement Planning Is All About You
Instead of focusing on arbitrary market returns, in goals-based planning you focus on your personal needs and wants for your retirement.
By Cosmo P. DeStefano Published
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How Interest Rates Affect Annuities
Find out why higher interest rates benefit some annuities more than others.
By David Rodeck Published
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How to Use Annuities for Retirement Paychecks
Predictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options.
By David Rodeck Published
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Things Change: Is It Time to Update Your Retirement Plan?
Here’s how to go about updating your retirement plan, including adding important elements, to ensure it meets all of your retirement objectives.
By Jerry Golden, Investment Adviser Representative Published
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How to Shop for Annuities Like You’re Buying a Car
Figuring out which annuity suits you best starts with knowing what you want the annuity to do for you. Like vehicles, there are lots of options and add-ons.
By Kelly LaVigne, J.D. Published
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How to Be Strategic With Your Retirement Withdrawals
To make your savings last, you need to know how to draw from the right investment … at the right moment.
By Adam Tau Published
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Annuities and Tax Planning Boost Retirement Income and More
Smart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.
By Jerry Golden, Investment Adviser Representative Published