Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.
Latest
-
The Tax Rules to Consider Before Buying an Annuity
Annuities can play a valuable role in your retirement plan — as long as the tax implications have been properly factored in. Here's an outline of the key rules.
By Carlos Dias Jr., Wealth Adviser
-
How Are Annuity Withdrawals Taxed?
annuities Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.
By Ken Nuss
annuities -
How to Create a Retirement Plan That Checks All Your Boxes
You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives.
By Jerry Golden, Investment Adviser Representative
-
With Fixed Indexed Annuities, Zero Is Your Hero
Fixed indexed annuities are retirement tools that can offer potential growth as well as principal protection by limiting market risk. Here's how they work.
By Zachary Steinhandler, Investment Advisor Representative
-
Fixed Index Annuities as Retirement Tools: Pros and Cons
With so many fixed index annuity products available, each with its own contract terms and varying rates, it's crucial to invest in an FIA that fits your retirement plan.
By Cliff Ambrose, CTS™, CAS®
-
Five Things About Annuities That May Surprise You
They're more varied, flexible and cost-effective than most people think, so don't let their complexity scare you off.
By Ken Nuss
-
Five Ways to Lower Your Risk in Retirement
If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your principal.
By Mike Decker, NSSA®
-
Five Questions to Ask Before You Buy an Annuity
Annuities come with different provisions and costs. Before you buy one, make sure to ask the right questions, like these five.
By David Rodeck
-
What You Should Know About Annuities
What to know about annuities, which are seen as a reliable source of retirement income.
By Elaine Silvestrini
