Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.
Latest
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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
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Are You a Baby Boomer With $500,000 or Less Saved for Retirement?
Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.
By Cyrus Bamji
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Buying an Annuity? Avoid These Five Common Mistakes
Annuities are becoming more popular but if you choose the wrong one it could create a liquidity problem.
By Donna Fuscaldo
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Three Reasons It May Be Time for an Annuity 'Refresh'
Because of higher interest rates, inflation and newer annuity products, you could get a better deal today. Don't wait, though: Interest rates could start falling.
By David S. Corman
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10 Ways to Generate Retirement Income
Each of these retirement income strategies has benefits and drawbacks. Here's what to consider to help you decide which ones might work for you.
By Mike Decker, NSSA®
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The 4% Rule Doesn't Mean You Won't Go Broke in Retirement
This rule of thumb on how much retirees can safely withdraw per year could lead some to run dry if stocks hit the skids. Annuities could help cover their bases.
By Ken Nuss
