120+ Annuity Resources

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David Novak
David Novak
May 11, 2024 14 min read

Planning for your retirement needs from a financial standpoint involves understanding the resources available to help you achieve these needs. Standing at the forefront of such resources are annuities...

Annuities vs. Life Insurance
David Novak
David Novak
Apr 01, 2024 15 min read

By way of finding financial security in retirement, many turn to annuities for their reliable stream of income. Nonetheless, retirement planning options come in many forms, and exploring alternatives...

Alternatives to Annuities
David Novak
David Novak
Oct 25, 2023 20 min read

Annuities stand out as a highly favorable option for peace of mind in retirement. Amongst the variety of options it provides, fixed and fixed-index annuities have gained a particular interest among re...

Comparing Fixed and Fixed-Index Annuities
David Novak
David Novak
Sep 16, 2022 10 min read

Planning for retirement can be intimidating when you overlook financial strategies, making it crucial to understand the various options available to safeguard your future. Two popular choices for reti...

Annuity vs. 401(k)
David Novak
David Novak
Jan 09, 2022 13 min read

Distinguishing between the variety of investment options available in retirement is crucial to craft a financial strategy that matches your desires. Amongst the most prominent of these options are ann...

Annuity vs. Pension: What Are The Differences?
David Novak
David Novak
May 17, 2021 12 min read

Welcome to our comprehensive guide on qualified and non-qualified annuities, where we shall examine the disparities between the two by way of empowering your financial planning in retirement....

Qualified vs Non-Qualified Annuity
David Novak
David Novak
Jan 18, 2018 7 min read

So what are the factors that make annuity products different? There are factors listed below that allow us to group annuities into several categories, however you should remember that not all annuitie...

How do annuities differ from one another?
David Novak
David Novak
Dec 19, 2017 12 min read

Key Takeaways 1 Fixed annuities and bonds both offer guaranteed...

Annuities Vs. Bonds for Retirement
David Novak
David Novak
Mar 17, 2017 5 min read

Many people are familiar with traditional certificates of deposit and use them as an investment vehicle because they are more familiar and accustomed with CDs. However, Tax-Deferred Fixed Annuities c...

Annuities vs. CDs

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401(k) Plans
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Qualified cash or deferred arrangements (CODAs) permitted under Section 401(k) of the Inte...

How To Calculate Annuity Payout
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Annuities are an insurance product within the retirement planning sector designed to provi...

Optimal Age for Annuity Investments
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Optimal Age for Annuity Investments

Determining the right time to invest in an annuity can lead to further efficiency in your ...

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