Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.
Latest
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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
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Kiplinger Readers' Choice Awards 2025: Annuity Providers
Readers' Choice Awards In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which annuity providers came out on top.
By Emma Patch
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Are Annuities the New Safe Haven?
Annuity sales top $100 billion in the first quarter.
By Donna Fuscaldo
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Annuity Payouts in Retirement: How Much Can You Get Each Month?
Annuity payouts can provide guaranteed income in retirement, but how much? The answer depends on several factors, including age, gender and the amount invested.
By Donna Fuscaldo
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Annuity Red Flags to Watch Out For
Annuities are popular, but they are also confusing. Unscrupulous brokers take advantage of that.
By Donna Fuscaldo
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A QLAC Does So Much More Than Simply Defer Taxes
Here are the multiple ways you can use a QLAC, from managing retirement risks to creating income for specific retirement needs and wants.
By Jerry Golden, Investment Adviser Representative
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Navigating Annuity Taxation: A Guide for Financial Advisers
Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes for clients.
By Jake Klima
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What You Don't Know About Annuities Can Hurt You
Lack of awareness leads many to overlook these potent financial tools, and with the possibility of running out of money in retirement, that could really hurt.
By Ken Nuss
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This Underused IRA Option Offers Tax Benefits and Income Security
Looking to avoid running out of money in retirement? Consider longevity protection provided by a QLAC as a component of your retirement income plan.
By Jerry Golden, Investment Adviser Representative
