120+ Annuity Resources

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David Novak
David Novak
Mar 24, 2024 9 min read

Inheriting an annuity may come with a variety of complexities attached, especially when it comes to understanding its taxation process. This comprehensive guide will clarify the tax implications of in...

Taxes on Inherited Annuity
David Novak
David Novak
Mar 18, 2024 8 min read

Arranging financial security for your spouse in the case of your passing is an important part of retirement planning. Joint and survivor annuities make this arrangement possible, providing ongoing inc...

Joint and Survivor Annuity Options
David Novak
David Novak
Mar 14, 2024 7 min read

It goes without saying that the passing of a spouse is an emotionally devastating occurrence that is also probable to cause significant changes to your financial status. As you navigate such a challen...

Financial Planning with Annuities After a Spouse’s Passing
David Novak
David Novak
Mar 10, 2024 7 min read

Determining the right time to invest in an annuity can lead to further efficiency in your financial strategies for retirement. A popular choice for any retiree, annuities offer a guaranteed and consis...

Optimal Age for Annuity Investments
David Novak
David Novak
Feb 29, 2024 9 min read

As generations age, the necessity for long-term care solutions becomes increasingly pivotal. Long-term care annuities emerge as a vigorous option to secure a retirement plan that incorporates the best...

Long Term Care Annuities: Planning for Future Needs
David Novak
David Novak
Feb 20, 2024 9 min read

In order to have an ample understanding of annuities, it is essential to know how your investment converts into a regular stream of income. This process, commonly referred to as the annuitization or d...

What is Annuitization: Turning Your Annuity into Guaranteed Income
David Novak
David Novak
Feb 17, 2024 8 min read

Despite annuities presenting the alluring promise of guaranteed income streams in retirement, it remains critical to apprehend the undermining impact of surrender charges on your retirement strategies...

Annuity Surrender Charges: Understanding Penalties and Fees
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
Mar 17, 2023 10 min read

Although planning for retirement may seem overwhelming, the right tools and informed decision-making can help tremendously in making it a more convenient process. An annuity is one such tool, offering...

The Role of Annuities in Retirement Income Planning

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