Annuity

  1. Monthly Pension Or Lump-Sum: Which Is Better?

    When a client is faced with the choice of a monthly pension or a lump-sum payment, ...
  2. Immediate Annuities: What To Watch Out For

    Immediate annuities can provide substantially higher monthly payouts than other fixed-income ...
  3. Guidance On Pairing Annuities, Target Date Funds

    The Treasury and the IRS have issued new guidance on pairing annuities with target ...
  4. Tips To Beat Inflation For Near-Retireees

    How can investors close to retirement protect the purchasing power of their savings? ...
  5. Are Equity-Indexed Annuities Right For You?

    Equity-indexed annuities can be confusing to understand, but for conservative investors, ...
  6. Watch Your Back In The Annuity Game

    Find out how to get the upper hand when dealing with this payout challenge.
  1. Analyzing The Best Retirement Plans And Investment ...

    Understanding the various retirement investments - from annuities to 401(k)s and ...
  2. Introduction To Annuities

    Everything you need to know about annuities.
  3. 20 Investments You Should Know

    To take advantage of all your investing options, you need to know what your choices ...
  1. What can I do if I bought an annuity and don't want it anymore?

    Consider possible repercussions of cashing in your annuity policy. Depending on the circumstances, this could cost you. There ...
  2. Are there penalties for withdrawing monies invested in annuities?

    Learn about the penalties associated with taking early withdrawals from an annuity. Steep penalties are assessed by the insurer ...
  3. What is an equity-indexed annuity?

    Understand what an equity-indexed annuity is, its advantages and disadvantages, and how it differs from other annuity investments.
  4. What happens to my annuity after I die?

    Understand the different types of annuity payment plans and what payments or additional benefits are payable to your beneficiaries ...
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