Annuities Resources

Learn how life insurance can be used for inheritance tax planning. Discover strategies to reduce estate taxes, protect beneficiaries, and preserve your wealth.

Are RMDs required for annuities? Learn how required minimum distributions apply to qualified and non-qualified annuities, and what it means for your retirement plan.

Learn how to roll over your 401k into an annuity with this step-by-step guide. Discover the benefits, tax implications, and how to secure guaranteed retirement income.

Discover the different types of annuities—immediate, deferred, fixed, variable, and indexed—in this comprehensive guide. Learn how each annuity works, their pros and cons, and how to choose the right one for your retirement goals.

A multi-year guaranteed annuity is a type of fixed annuity, much like the traditional fixed annuity but with a more extended contract.

There are several fixed annuities that can provide benefits for individuals and their families. Discover the different types of fixed annuities available.

Unlike other forms of annuities, a fixed annuity provides the same amount a set interest rate on contributions. Learn more about how fixed annuities work.

Many individuals and families considering an annuity may not understand what the term "fixed" means. Learn more about fixed annuities and what they entail.

If you have been considering an annuity or similar investment, you may have heard the term "tax advantaged." Discover what constitutes this type of account.