Annuities
Latest
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Is an Annuity Right for You? Here’s What You Should Know
Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.
By David S. Corman 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 Published
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Can You Retire Without a Pension Plan?
Here’s how to sort through your options and plan for a successful retirement, whether you have a pension or not.
By Laura Schultz, J.D., IAR Published
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Five Things Your Annuity Seller Won’t Tell You
Some annuity sellers don’t fully explain the costs and tradeoffs, so here’s what to keep in mind if you’re considering buying an annuity.
By Mike Palmer, CFP Published
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Single-Premium Insurance: A Different Way to Pay for Coverage
Single-premium programs enable you to pay future annual premiums on an existing or new policy by purchasing a single-premium immediate annuity (SPIA).
By Stefan Greenberg, CFP®, CFS, CLTC Published
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A Plateful of Financial Topics That Might Come up Over Turkey Dinner
From higher prices and mortgage rates to AI planning our retirements: These are some of the conversations you might have as multiple generations gather for the holiday.
By Jerry Golden, Investment Adviser Representative Published
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This Four-Part Retirement Strategy Can Help Withstand Bad Timing
If you’re worried about the markets being down when it’s time for retirement, consider dividing your assets among different baskets to boost your confidence.
By David W. Johnston, CFP® Published
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Fixed Indexed Annuities Can Be a Potent Diversifying Tool
They offer a unique combination of growth potential and safety but are complex, and selecting the right one takes thought and research.
By Ken Nuss Published
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Annuity Payments Are 30% to 60% Higher: Time to Reconsider
When interest rates rise, so do payments on new annuity contracts. Maybe it’s time to take another look at how annuities can fit into your retirement income.
By Jerry Golden, Investment Adviser Representative Published