Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.
Latest
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Goals-Based Retirement Planning Is All About YouInstead 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 AnnuitiesFind out why higher interest rates benefit some annuities more than others.
By David Rodeck
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How to Use Annuities for Retirement PaychecksPredictable 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 CarFiguring 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.
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How to Be Strategic With Your Retirement WithdrawalsTo make your savings last, you need to know how to draw from the right investment … at the right moment.
By Adam Tau
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Annuities and Tax Planning Boost Retirement Income and MoreSmart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.
By Jerry Golden, Investment Adviser Representative
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Have a Negative Perception of Annuities? Consider RILAs and FIAsThese annuities are tied to the performance of a market index and address concerns about high fees and complex structures.
By Gregory L. Olsen, CFP®, AIF™, CLTC
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Got a Cash Balance Pension? Understand Your OptionsTo maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
By Mike Palmer, CFP®
