Kristin Foresti

Kristin Foresti

Financial Planning Professional

Kristin is an expert in fixed and income annuities and knows the ins and outs of most of the products on the market. She is the primary contact for Blueprint Income customers with questions about building income and growing assets.

Annuity Basics

Should I Put My Money in an Annuity?

You should consider putting your money in an annuity if you’re saving for retirement, consider yourself to be a moderate to conservative risk investor, and are interested in guaranteed income or growth. If, on the other hand, you’re looking to access funds for a near-term purchase, only want to invest in higher risk/higher return potential &hellip; <a href="https://www.blueprintincome.com/resources/retirement-income/what-happens-to-the-money-in-an-annuity-when-you-die/">Continued</a>

Annuity Basics

Ready to Buy an Annuity? Here’s How the Process Works

To make the process of buying an annuity as seamless as possible, prepare to go through the following steps and be familiar with the following terminology. In addition to providing free, real-time annuity quotes, Blueprint Income will take care of the rest of the annuity buying process for you.

Annuity Basics

Annuity Tax Forms for Qualified and Non-Qualified Income Annuities

Qualified and non-qualified income annuities have differing tax treatment, meaning that once your retirement income has begun you will receive different tax forms reporting the amount of income generated from your qualified or non-qualified annuity. Here are the tax forms for your annuity and when you can expect to receive them.