Annuities

1 01, 2025

Picking the Right Payout Option for Your Annuity

By |2024-12-26T13:10:28-07:00January 1st, 2025|Financial|0 Comments

Picking the Right Payout Option for Your Annuity Picking the right payout option for your annuity is vital for the success of your retirement. You have 3 different options you can choose from. These include the annuitization method, systematic withdrawal schedule, and a lump sum payment. In this article, we will go over these [...]

5 07, 2024

Fixed Annuities and Retirement

By |2024-07-01T16:45:23-07:00July 5th, 2024|Financial|0 Comments

Fixed Annuities and Retirement As retirement draws closer, having sources of guaranteed income becomes vital. A fixed annuity can prove to be a steady income stream that supplements other retirement resources. In this article, we will go over the basics of how fixed annuities work, and how you can incorporate one into your retirement [...]

3 01, 2024

10 Things You Need to Know About Annuities

By |2024-01-03T16:11:16-07:00January 3rd, 2024|Financial|0 Comments

10 Things You Need to Know About Annuities Annuities are commonly misunderstood. But they can be useful investment planning tools. In this article, we will go over 10 things you need to know about annuities to be in a better place to utilize them properly. 1. What is an Annuity? An annuity is a [...]

22 09, 2023

Frequently Asked Annuity Questions

By |2023-09-21T17:27:45-07:00September 22nd, 2023|Financial|0 Comments

Frequently Asked Annuity Questions Annuities can be helpful but complex investment vehicles. We want to help clear up some of the mystery. To do this, in this article, we will answer several frequently asked annuity questions. What is an Annuity? An annuity is a financial contract between you and an insurance company. In exchange [...]

5 07, 2023

Immediate Annuities

By |2023-06-29T17:05:00-07:00July 5th, 2023|Financial|0 Comments

Immediate Annuities Immediate annuities are policies purchased with a lump sum contribution. This is then converted into a guaranteed income stream that can last for a set period of time or a lifetime. These income payments begin immediately after the deposit of the initial funds. In this article, we will go over the different [...]

29 03, 2023

Equity Indexed Annuities

By |2023-03-28T13:06:25-07:00March 29th, 2023|Financial|0 Comments

Equity Indexed Annuities Equity-indexed annuities are a type of fixed annuity. They get their name because their interest is partially based on an equities index, such as the S&P 500. They provide an opportunity for higher returns than traditional indexed annuities provide. But they still provide the same risk protection. In this article, we [...]

30 09, 2021

How to Exchange a Variable Annuity

By |2021-09-30T10:20:45-07:00September 30th, 2021|Financial|0 Comments

How to Exchange a Variable Annuity If you purchased a variable annuity and found it is no longer the right fit for you, this article will explain how to exchange a variable annuity without becoming subject to surrender taxes or fees. Surrendering an Annuity If you are unhappy with your variable annuity, you may [...]

Go to Top