120+ Annuity Resources

Answers to all your questions are right here

David Novak
David Novak
Jan 19, 2023 8 min read

A tax-sheltered annuity, commonly referred to as a 403(b) plan, is an investment opportunity offering unique benefits and tax advantages for your retirement. The following article will explore this re...

What Is a Tax-Sheltered Annuity?
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
Jun 09, 2022 9 min read

In a variable financial landscape, retirees are increasingly trying to find new ways to efficiently secure their financial futures. Annuities have long been praised for their reliability in retirement...

Are annuities safe?
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
Sep 18, 2021 9 min read

In today’s volatile economy, individuals are increasingly turning to innovative solutions by way of safeguarding a versatile financial approach in retirement. One such tool is an annuity rider—a b...

Annuity Rider: What It Is and How It Can Benefit You
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
Feb 02, 2021 18 min read

As you plan for your financial future, understanding how annuities are taxed is essential in identifying whether such an investment is suitable for you. The following article will seek to address the...

Are Annuities Taxable? Taxation Rules and Withdrawals
David Novak
David Novak
Nov 18, 2020 9 min read

Amidst the varieties of investment options on the market, annuities emerge as a compelling choice, promising a consistent income stream during retirement. However, like any form of investment, they co...

The Pros and Cons of Annuities
David Novak
David Novak
Jan 13, 2019 8 min read

Many sources, including latest article in LA Times and several articles on well-known websites like ssa.gov and schwab.com state that many retirees lose out on valuable benefits because they collect t...

When Is the Best Time to Start Receiving Social Security Benefits?

Compare any annuity with 827 others from 100+ companies

$

No agent will call you

You might also be interested in

Annuities Vs. Bonds for Retirement
12 min read
Is an Annuity Right for You?
9 min read
Is an Annuity Right for You?

Selecting the right investment for your financial future can be an intricate process, espe...

Annuity Surrender Charges: Understanding Penalties and Fees
8 min read
Annuity Surrender Charges: Understanding Penalties and Fees

Despite annuities presenting the alluring promise of guaranteed income streams in retireme...

James Alden Experienced Annuity Educator
25 years experience
3,712 career consultations
4 slots free for today
scheduling.
Your Name
Your Phone
Thank you for your trust! I have received your contact information. Please wait for a call within 30 minutes. 😌