Annuities
News, insights and expert analysis on annuities from the team at Kiplinger.

Latest
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Four Questions That Keep Most Pre-Retirees Awake at Night
retirement If you worry about when you can retire, whether you'll have enough money, whether the money you do have will last… Well, you are not alone.
By Nicholas J. Toman, CFP® Last updated
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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 Published
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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 Last updated
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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 Published
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Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
By Pam Krueger Last updated
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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 Published
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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, FRC℠, CAS® Last updated
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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 Published
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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® Published