120+ Annuity Resources

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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?
David Novak
David Novak
Sep 23, 2018 6 min read

How does stock market loss protection work?After the last market crash many investors turned to annuities as stock market’s safety net. Fixed indexed annuities guarantee that your principle will not...

Frequently Asked Questions About Fixed Index Annuities
David Novak
David Novak
May 23, 2018 3 min read

The Internal Revenue Service allows you to replace your existing annuity or life insurance policy for a new one, insuring the same person, without paying tax on the investment gains earned on the orig...

What is a tax-free 1035 Exchange to annuity?
David Novak
David Novak
Mar 15, 2018 4 min read

Protection from market risk. Annuities guarantee financial stability of your investment against instability of the stock market fluctuation. Your principle investment is not going to incur any loss wh...

So, what do all annuities have in common?
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