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Tag: Longevity Annuity

Annuity Basics

Are There Any Good Annuities?

Yes, there are good annuities out there, but it’s important to do your research to make sure you get one of them. Originally annuities only existed to provide a pure guarantee, whether guaranteed income or a guaranteed return. Over time, a few different types of annuities have been created with different value propositions, demoting the &hellip; <a href="https://www.blueprintincome.com/resources/annuity-basics/are-there-any-good-annuities/">Continued</a>

Annuity Trends

July 2019: 10 Year Treasury Yields Drop Below 2%

It continues to be a wild ride in the financial markets. You’d think that trade war fears and some soft recent macroeconomic data would push markets lower. But that’s not what has happened at all. The stock market had its best first half of the year in recent memory. And bond prices have risen to &hellip; <a href="https://www.blueprintincome.com/resources/annuity-basics/are-there-any-good-annuities/">Continued</a>

Annuity Trends

June 2019: Bond Yields and Annuity Rates Down Again

In response to a decline in bond yields, many insurers reduced annuity rates this month, but top fixed annuity rates have held steady. Lincoln Financial increased longevity annuity rates, but all other carriers have reduced rates. Sentiment has shifted from believing the Federal Reserve would not change rates any time soon to conventional wisdom now &hellip; <a href="https://www.blueprintincome.com/resources/annuity-basics/are-there-any-good-annuities/">Continued</a>

Retirement Planning

Use Technology to Address These 3 Retirement Challenges

Preparing for retirement can be challenging but new technology is making it easier to prepare, plan and manage retirement. Using technology can lower fees, provide better education and access to new opportunities

Annuity Basics

Annuities 101 — Annuity Basics for Beginners

An annuity is guaranteed lifetime income that reduces the likelihood that you’ll run out of money in retirement. Income from an annuity is predictable, steady, and cannot be outlived. This Annuities 101 article provides an overview of annuities and links to resources that will help you decide if an annuity is right 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.