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Annuities

Annuities

Man looking into purchasing an annuity at desk

Jun 20, 2025

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9 min

How to Buy an Annuity

If you’re looking to purchase an annuity, we’ll walk you through everything you need to know about purchasing an annuity, from understanding the basics to making your final decision....
Big piggy banks with a blur of small piggy banks behind.

Jun 15, 2025

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9 min

Annuities vs. Life Insurance

While both can play important roles in a comprehensive financial plan, they serve fundamentally different purposes and work in distinctly different ways....
Illustration of money on a scale - comparing two options for payment

Jun 13, 2025

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9 min

Annuity Due vs Ordinary Annuity

The distinction between these two types of annuities might seem minor at first glance, but it carries profound implications for financial planning, investment analysis, and business decision-making....
Female hand holding piggy bank. Save money and financial investment

Jun 10, 2025

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9 min

What is Annuity Income?

In the landscape of retirement planning and financial security, few concepts are as important yet misunderstood as annuity income....

Jan 17, 2025

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5 min

Can You Sell an Annuity?

The short answer is yes, you can sell an annuity—but the process is complex and requires careful consideration of multiple factors…...
man protecting the piggybank in hand,

Jan 3, 2025

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6 min

What is a Tax-Sheltered Annuity?

Tax-sheltered annuities (TSAs), also known as “403(b) plans,” are retirement savings vehicles designed specifically for employees of public schools, non-profit organizations, and certain religious groups....
young male doing research on phone

Dec 11, 2024

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5 min

What is a Non-Qualified Annuity?

What exactly makes an annuity “non-qualified” and what does that mean for you? Let’s take a closer look at the ins and outs of this unique financial product…...
Cropped shot of Asian woman sitting at table doing financial plan and budget with calculator and laptop.

Dec 6, 2024

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5 min

How to Calculate Annuity

Whether you're planning for retirement, seeking a stable income stream, or exploring investment strategies, understanding how to calculate different types of annuities is crucial for making informed financial decisions....
What Happens to an Annuity When You Die?

Dec 4, 2024

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5 min

What Happens to an Annuity When You Die?

Many people are uncertain about what transpires with these investments when the annuitant dies. Understanding the potential outcomes is crucial for financial planning and ensuring your loved ones are protected....

Nov 22, 2024

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5 min

Are Annuities FDIC Insured?

The short answer is no—annuities are not FDIC insured. However, this doesn't mean your annuity investment lacks protection. Let's explore the safety net that exists for annuity owners....

Nov 18, 2024

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5 min

Are Guaranteed Income Annuities Good?

Let’s explore some of the advantages and disadvantages of guaranteed annuities to help you make an informed decision with your finances....
Are annuities taxable

Nov 8, 2024

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5 min

Are Annuities Taxable?

In this guide we’ll help you understand how annuities are taxed, when they're taxed, and strategies to manage your tax liability effectively....

Financial Education

Wooden blocks with law and settlement concepts

Oct 31, 2025

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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

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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

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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

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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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