Using Online Annuity Calculators When Researching Annuities
Annuity calculators can be found all over the internet. Most insurance companies and online annuity marketers offer some version of an annuity calculator on their website. These online tools make it...
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Bank Certificates of Deposit (CDs) vs Fixed Annuities
Multi-Year Guarantee Annuities (MYGAs), also called Fixed Rate or CD-type Annuities, are a type of fixed annuity that provide a pre-determined and contractually guaranteed interest rate for a specified...
View ArticleWhat Is a Tax-Free 1035 Exchange?
Are you interested in upgrading your annuity to one with better features and/or a higher interest rate? In most cases, the IRS allows what is known as a 1035 exchange of non-qualified annuity contracts...
View ArticleTax Deferred Annuities
Deferred annuities are contracts issued by insurance companies for people who want to save on a tax-deferred basis, usually for an extended period of time, and then optionally convert their...
View ArticleMutual Funds vs Fixed Indexed Annuities
When looking into investing in the stock market, one popular choice has been mutual funds. Increasingly however, many investors are opting for a fixed indexed annuity instead. There are many good...
View ArticleBonds vs Fixed Annuities
A bond is an investment that is essentially an I.O.U. issued by a corporation or government agency, where the issuing entity borrows funds from an investor for a specified period of time, commonly 10...
View Article401k Rollover Options when Retiring or Changing Jobs
When you change jobs or retire, you’ll face one of the most important financial decisions you will ever need to make: what do I do with my company retirement plan or 401k account? If you make the wrong...
View ArticleBest IRA Rates with Fixed Annuities
Most investors want to maximize the value of their individual retirement account (IRA) not only for their own financial needs, but also for their surviving loved ones. These accounts were created to...
View ArticleTax Sheltered Annuities (TSAs)
A Tax Sheltered Annuity, also called a TSA or 403(b), is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt nonprofit organizations. Section 403(b) of the Internal Revenue...
View ArticleU.S. News & World Report – Include Longevity Planning in Your Retirement...
The following are excerpts from a U.S. News & World Report story titled, “Include Longevity Planning in Your Retirement Strategy,” by Rebecca Lake. AnnuityAdvantage CEO and Founder, Ken Nuss, is...
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