Retirement Income

Buying Tips When Purchasing a Fixed Annuity

The answers to the most important questions for when you purchase a fixed annuity.

Retirement Income

Should You Buy a Fixed Annuity?

A fixed annuity provides a safe, tax-advantaged way to earn a good return on savings needed in the near future, similar to a CD. We’ve created this quick checklist so you can know if a fixed annuity is a good fit for you.

Retirement Income

The Pros and Cons of a Fixed Annuity

Fixed annuities have several financial benefits to help make retirement planning simpler, but also have some drawbacks. Find out what a fixed annuity has to offer before you purchase.

Retirement Income

Customizing Your Fixed Annuity

There are many features you can add to your fixed annuity so it best fits your needs. We’ve broken down the options you can select to customize your fixed annuity.

Annuity Basics

Recent Fed Moves and Their Impact on Annuity Pricing

Annuity rates didn’t really budge in August. But given the declines in bond yields, that’s actually a good thing and means that annuity pricing might soon decline. If you’re thinking about making an annuity purchase before the end of the year, now is an attractive time to do it.

QLACs

A QLAC in a Diversified Portfolio

A QLAC provides steady, reliable income that doesn’t depend on the stock market. We’ve laid out how a QLAC could fit into your portfolio.

QLACs

The Financial Value of a QLAC

A QLAC is not only financially valuable, but it offers something traditional investments cannot: peace of mind. We’ve laid out how to determine your financial return from a QLAC.

QLACs

Should You Buy a QLAC?

A QLAC offers you a guaranteed income stream to give you peace of mind during retirement. We’ve created this quick checklist so you can know if a longevity annuity is a good fit for you.

Social Security

Changes to Social Security

While Social Security has evolved since its inception, projections of its available funding has created concerns of its future viability. There could be changes to Social Security going forward. Here’s what you need to know.

Retirement Planning

Utilizing a Retirement Decumulation Strategy

It’s just as important to have a plan for spending money as it is for saving it. Here’s what you need to know.