Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.
Latest
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Annuities: 10 Things to Know
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
By Sandra Block
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Transform Your Retirement Plan With This Powerful Combo
If you're a retiree looking for the trifecta of income, liquidity and legacy in your retirement plan, consider combining a QLAC and an HECM.
By Jerry Golden, Investment Adviser Representative
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Got a Hot Rate on a Money Market Account? Think Again
After taxes and inflation, the real return you get may not be as good as you think. Here's another approach to consider: fixed deferred annuities.
By Michael Aloi, CFP®
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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®
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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
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How Interest Rates Affect Annuities
Find out why higher interest rates benefit some annuities more than others.
By David Rodeck
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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
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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
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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.
