Annuity strategies - Lifevest Advisors

Annuities

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.

Charles
July 31, 2025

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Annuities

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…

Charles
July 31, 2025

Annuities

How Charitable Gift Annuities Turn Retirement Income Into Lasting Impactbusiness

A charitable gift annuity transforms retirement income into a lasting legacy, offering…

Charles
July 29, 2025

Annuities

Qualified Longevity Annuity Contracts (QLACs): A Smart Move to Slash RMD TaxesBusiness

Many retirees overlook QLACs, but understanding how they can reduce RMD taxes may…

Charles
July 27, 2025

Annuities

When Inflation Soars, Can COLA Annuities Save Your Purchasing Power?Business

When inflation soars, COLA annuities can be a useful tool to protect…

Charles
July 25, 2025