Retirement Planning

Finding the Right Financial Product for Your Retirement Objectives

Planning for your retirement can be broken down into three primary objectives: liquidity, growth, and income. There are different financial products to use to meet each of those needs.

Retirement Income

Tips When Buying a Fixed Annuity

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

Annuity Basics

Optimizing a Retirement Portfolio Using Annuities

If one's goal is to avoid running out of money in retirement while leaving the largest possible legacy behind at death, then income annuities play a crucial role. In Blueprint Income's recent white paper, we demonstrate that portfolios made up of just stocks and annuities produce the best outcomes.

Insurance Companies

Insurer Spotlight: American National Annuities and Company Basics

American National, founded in 1905, is one of the annuity providers on Blueprint Income's platform.

Insurance Companies

Insurer Spotlight: Symetra Annuities and Company Basics

Symetra, founded in 1957, is one of the annuity providers on Blueprint Income's platform.

Insurance Companies

Insurer Spotlight: AIG Annuities and Company Basics

AIG, founded in 1919, is one of the annuity providers on Blueprint Income's platform.

The Personal Pension

5 Reasons Why Annuities Without Cash Value Is Best

Annuities without cash value, a.k.a. income annuities, offer you protection from running out of money by providing guaranteed retirement income. These are the 5 reasons why income annuities are the best option for your retirement plan.

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.

Retirement Income

Navigate Market Crashes with Retirement in Mind

The market performing poorly reminds us that we need to be cautious with the risks we take so we navigate market crashes well. Defend against recency bias by having a financial portfolio that will do what you need it to do through all kinds of market cycles.

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.