Annuities

Annuities

Confused Man And Woman Standing Against Orange Background During Daytime

Oct 29, 2025

13 min

Structured Settlements vs. Annuities: What’s the Difference?

Structured Settlements and Annuities. Are they the same thing? The short answer is no—but they're intimately connected....
Sticky notes next to calculator with the word "Pension"

Oct 29, 2025

14 min

Understanding Pension Annuities

Let’s explore what pension annuities are and how they work, and what you need to consider before purchasing one....
Close up of woman hands holding a small red heart.

Sep 29, 2025

11 min

What is a Charitable Gift Annuity?

Charitable gift annuities represent a time-tested approach to combining charitable giving with practical financial planning....
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Aug 27, 2025

8 min

Advantages of Having an Annuity

Annuities offer unique advantages that make them invaluable tools for specific types of investors and life situations....
Man in vest at table with piggy bank and coins on table

Aug 27, 2025

12 min

Annuity Rates Explained

Understanding annuity rates can mean the difference between a comfortable retirement and financial uncertainty....
us tax form with calculator and keyboard on office desk. Financial accounting concept

Jul 30, 2025

10 min

Understanding Annuity Withdrawal Taxation

Understanding how your annuity withdrawals will be taxed is crucial for effective retirement planning and avoiding unexpected tax burdens....

Jul 23, 2025

14 min

What Are Tax-Deferred Annuities?

Understanding how tax-deferred annuities work, their benefits, limitations, and strategic applications can help you make informed decisions....

Jul 22, 2025

12 min

What is an Annuity Free Look Period?

This critical window of time provides purchasers with the opportunity to thoroughly review their annuity contract....

Jul 21, 2025

8 min

How Annuities Pay Out

Let’s explore the various payout structures, timing mechanisms, and factors that can influence your annuity payments....
Are Annuities Subject to RMD?

Jul 21, 2025

10 min

Are Annuities Subject to RMD?

When it comes to annuities, the question of RMD applicability creates considerable confusion among investors and financial advisors alike....
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Jun 23, 2025

9 min

Annuities vs Mutual Funds

While both serve as investment vehicles, they operate fundamentally differently and serve distinct purposes in a comprehensive financial strategy....
Are Equity Indexed Annuities and Indexed Annuities the Same?

Jun 23, 2025

7 min

Are Equity Indexed Annuities and Indexed Annuities the Same?

The short answer is yes. Equity indexed annuities (EIAs) and indexed annuities are simply different names for the same financial product....

Financial Education

Wooden blocks with law and settlement concepts

Oct 31, 2025

13 min

Understanding Pre-Settlement Funding Buyouts

When circumstances change and a plaintiff wants to buy out their funding agreement is where pre-settlement funding buyouts come in....
Confused Man And Woman Standing Against Orange Background During Daytime

Oct 29, 2025

13 min

Structured Settlements vs. Annuities: What’s the Difference?

Structured Settlements and Annuities. Are they the same thing? The short answer is no—but they're intimately connected....
Sticky notes next to calculator with the word "Pension"

Oct 29, 2025

14 min

Understanding Pension Annuities

Let’s explore what pension annuities are and how they work, and what you need to consider before purchasing one....
Close up of woman hands holding a small red heart.

Sep 29, 2025

11 min

What is a Charitable Gift Annuity?

Charitable gift annuities represent a time-tested approach to combining charitable giving with practical financial planning....
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