Annuities Resources

Compare MYGAs and CDs to understand how each offers steady, predictable growth and where they fit into a safe, risk-managed retirement plan.

See how MYGAs provide predictable, tax-deferred growth that complements other accounts in a balanced, risk-managed retirement plan.

Fixed index annuities balance growth potential with market protection. See the key pros and cons before adding them to retirement plans.

Fixed index annuities offer growth with protection from market loss. Learn how they fit into a safe, balanced retirement strategy.

For retirement options, annuities have grown in popularity; particularly multi-year guaranteed annuities (MYGAs), a type of fixed annuity.

This guide goes into detail about what makes one fixed index annuity better than another and how pre-retirees can meet their retirement goals.

Learn how rolling over your IRA into an annuity can provide guaranteed lifetime income, protect against market volatility, and offer tax benefits. Discover the step-by-step process, types of annuities, and key considerations to optimize your retirement strategy.

Learn about the rules for inherited annuities, tax implications, and whether you can roll them into an IRA. Discover options for beneficiaries, including lump sum and stretch distributions, and get expert advice on managing inherited annuities effectively.

Explore fixed annuity rollovers to maximize retirement savings with steady income. Learn about rollover rules, tax implications, and penalties for transferring funds into new annuities, including 1035 exchanges and IRA transfers.