Annuities Resources

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.

Learn how annuity rollovers can secure your retirement with guaranteed income, tax-deferred growth, and market protection. Explore the step-by-step process and tax implications of rolling over retirement accounts like IRAs and 401(k)s into annuities for a customized financial strategy.

Discover the benefits of immediate indexed annuities for retirement planning. Get guaranteed income with market growth potential, protection from downturns, and fixed premiums. Learn how top providers like MassMutual and Northwestern Mutual offer flexible annuity options to ensure financial security in your retirement years.