Index Annuity
An equity index annuity is a type of annuity linked to the performance of a market index, like the S&P 500. Equity index annuities are unique because they allow annuity owners to participate in...
View ArticleImmediate Annuity
A single premium immediate annuity is for someone who is interested in turning a lump sum of money into a guaranteed income stream. Unlike deferred annuities, an immediate annuity does not accumulate...
View ArticleAnnuity FAQ
Find answers to common annuity questions, including types of annuities, features, and benefits.
View ArticleAnnuity Payout Options
One of the major benefits of an annuity is the flexibility of distribution choices available to the annuitant, including payments for the rest of your life, no matter how long that may be. This can be...
View ArticleHow do Annuities Work?
With their many features and types, annuities may seem confusing at first. However, they can play an important role in assisting individuals in their retirement years. Take a few minutes to understand...
View ArticleWhat is an Annuity?
An annuity is a retirement planning tool designed to protect against the risk of outliving one’s financial resources. Annuities are one of the few financial vehicles that allow your money to grow tax...
View ArticleFixed versus Variable Annuities
What’s the difference between a fixed annuity and a variable annuity? Generally speaking fixed annuities are considered to be more conservative. Variable annuities, having the potential for gain and...
View ArticleTax Sheltered Annuity
A Tax-Sheltered Annuity is a type of retirement plan under section 403(b) of the Internal Revenue Code which permits employees of public educational organizations or tax-exempt organizations to make...
View ArticleTax Treatment of Annuities
One of the more attractive features of an annuity is tax-deferred growth. As long as the money remains inside the annuity, the government won’t tax any of the earnings. A deferred annuity has two...
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