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

Insurance Companies

Insurer Spotlight: Protective Life Annuities and Company Basics

Protective Life, founded in 1907, is one of the annuity providers on Blueprint Income's platform.

Insurance Companies

Insurer Spotlight: Pacific Life Annuities and Company Basics

Pacific Life, founded in 1868, is one of the annuity providers on Blueprint Income's platform.

Insurance Companies

Insurer Spotlight: MassMutual Annuities and Company Basics

MassMutual, founded in 1851, is one of the annuity providers on Blueprint Income's platform.

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.

Insurance Companies

Insurer Spotlight: Guardian Life Annuities and Company Basics

Guardian Life, founded in 1860, is one of the annuity providers on Blueprint Income's platform.

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.

Retirement Planning

Retirement Options To Not Outlive Your Retirement Savings

The most prevalent retirement options today present a great risk: you could outlive them. Here we present five retirement options you can't outlive.