Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.
Latest
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Annuity Fees: What You Don't Know Could Cost You Thousands in Retirement
How much in annuity fees is too much and how do you know if you're overpaying?
By Donna Fuscaldo
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I Want to Buy an Annuity, but I'm Scared I'll Get Ripped Off. Should I Get One Anyway?
An annuity is a way to achieve lifetime income in retirement, but you need to understand how this product works before making a purchase.
By Donna Fuscaldo
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How Much Income Can You Get From an Annuity? An Annuities Expert Gets Specific
Here's a detailed look at income annuities and the factors that determine your payout now and in the future.
By Ken Nuss
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Engineering Reliable Retirement Income in 2025: An Expert Guide
For dependable income, consider using a bucket strategy and annuities in tandem to promote structure, flexibility and peace of mind.
By Billy Voyles, MBA, RICP
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What if You Could Increase Your Retirement Income by 50% to 75%? Here's How
Combining IRA investments, lifetime income annuities and a HECM into one plan could significantly increase your retirement income and liquid savings compared to traditional planning.
By Jerry Golden, Investment Adviser Representative
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A Financial Adviser's Defense of Annuities: They're Just Misunderstood
Annuities can offer retirement income stability and security against market volatility, though some do have drawbacks. The key is to understand their features before buying.
By Victoria Larson, RICP®
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Annuities: Do You Need Guaranteed Income In Retirement?
Annuities are now an option in some 401(k)s but that doesn't mean they should be included in your retirement plan.
By Donna Fuscaldo
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What the HECM? Combine It With a QLAC and See What Happens
Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity protection, tax savings and liquidity for unplanned expenses.
By Jerry Golden, Investment Adviser Representative
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Watch Out for Annuity Surrender Charges: How to Avoid Them
Pulling money out of an annuity early can be a costly proposition. Here's how surrender charges work and one potential way around them — an annuity "ladder."
By Ken Nuss
