Annuity

Latest Articles

• Annuities: The next big retirement option?

  Financing retirement on investments alone may not be enough. Are annuities the answer?

  4 min read Dec 06, 2016

  

• 6 reasons to get a QLAC (It’s not a duck, but a Qualified Longevity Annuity Contract)

  A qualified longevity annuity contract can reduce the risk of outliving your money.

  5 min read Nov 28, 2016

  

• Can annuity income inherited from late brother be used for a Roth IRA contribution?

  The IRS limits the types of income that can be used for a Roth IRA. Here are the rules.

  2 min read Nov 08, 2016

  

• Are annuities right for your investment plan?

  There are pros and cons to adding annuities to your investment portfolio.

  4 min read Oct 06, 2016

  

• Nest egg: Spend it or save it?

  A new study on retirement spending finds attitudes are all over the map and continuing to change.

  2 min read Apr 14, 2016

  

• Rising rates, longer lives make annuities tricky

  An annuity may make your retirement more secure, but buy cautiously.

  2 min read Feb 02, 2016

  

• Make money last: Rightsizing for retirement

  Jane Bryant Quinn, author of How to Make Your Money Last, explains why rightsizing is so important when you retire.

  1 min read Jan 19, 2016

  

• Longevity annuities a good retirement tool?

  Changes in IRS rules expand the use of these investments in 401(k)s and IRAs.

  4 min read Jan 08, 2016

  

• Annuity strategy to keep income flowing

  Annuities can augment Social Security as a guaranteed source of retirement income to cover the basics.

  2 min read Oct 08, 2015

  

• Fitting annuities into a retirement plan

  Proceed cautiously when looking at annuities for your retirement. They can be complicated.

  3 min read Oct 02, 2015