Latest
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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.
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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.
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How Interest Rates Affect Annuities
Find out why higher interest rates benefit some annuities more than others.
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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.
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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.
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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.
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How to Be Strategic With Your Retirement Withdrawals
To make your savings last, you need to know how to draw from the right investment … at the right moment.
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Annuities and Tax Planning Boost Retirement Income and More
Smart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.
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Have a Negative Perception of Annuities? Consider RILAs and FIAs
These annuities are tied to the performance of a market index and address concerns about high fees and complex structures.
