Annuities

Annuities

Female hand holding piggy bank. Save money and financial investment

Jun 10, 2025

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

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

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

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

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

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

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

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

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....
woman with a laptop and paperwork

Aug 13, 2024

7 min

Withdrawing Money From an Annuity

In this post, we will explore withdrawing money from an annuity, the potential penalties this can trigger, and ways to avoid those penalties if possible....
excited couple with lottery tickets ID 487361187

Dec 1, 2021

9 min

What to Do if You Win the Lottery

When a person wins the lottery, there are two choices on how to receive the payout in most states: A lump sum payout, or receiving fixed annual payments from an annuity account....
excited couple who has won the lottery

Nov 16, 2021

5 min

Lottery Payout Options – Mega Millions & More!

Financial Education

Growth Concept - Sprouts with money In Increase

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....
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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....
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