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Annuities
149 posts
Combining Long‑Term Care Riders With Annuities: Double Duty for Peace of Mindbusiness
Optimize your retirement plan with long-term care riders and annuities—discover how this powerful combo can safeguard your future and ensure peace of mind.
The Role of SPIAs in Bucket Strategies: Locking In Your EssentialsBusiness
Protect your essential income with SPIAs in bucket strategies—discover how they can provide stability and peace of mind in retirement planning.
Convert a Lump‑Sum Pension to an Annuity? Here’s the Break‑Even MathBusiness
Many retirees wonder if converting a lump-sum pension to an annuity is worthwhile; discover the break-even math to make an informed decision.
Why “Free Look” Periods Matter More Than You Think in Annuity ContractsBusiness
Not understanding the true value of “free look” periods can cost you, so keep reading to discover why they matter more than you think.
Annuitization vs. Systematic Withdrawals: Which Creates More Lifetime Income?Business
However, understanding the key differences between annuitization and systematic withdrawals is essential to choosing the right strategy for lifetime income.
Protecting a Special‑Needs Loved One With a Structured Settlement Annuitybusiness
Keeping your special-needs loved one protected with a structured settlement annuity involves key strategies that can ensure long-term security—discover how to implement them effectively.
Roth IRA vs. Roth Annuity: Surprising Differences Retirees OverlookBusiness
When comparing a Roth IRA and a Roth annuity, you’ll find notable…
The 10‑Year Surrender Charge Trap: How to Keep Your Annuity PortableBusiness
Getting trapped in a 10-year surrender charge can limit your flexibility—discover strategies to keep your annuity portable and avoid costly penalties.
How Charitable Gift Annuities Turn Retirement Income Into Lasting Impactbusiness
A charitable gift annuity transforms retirement income into a lasting legacy, offering both financial stability and meaningful support—discover how it can benefit you today.