Annuity

Money

Watch Out for Annuity Surrender Charges: How to Avoid Them

Annuities can supercharge your retirement savings, but there’s a potential downside. Nearly all annuities impose a surrender period, during which…

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Money

Annuity Red Flags to Watch Out For

When it comes to guaranteed lifetime income, retirement savers are increasingly turning to annuities. It gives them peace of mind…

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Money

Navigating Annuity Taxation: A Guide for Financial Advisers

For financial advisers, annuities can play a critical role in providing clients with dependable retirement income and confidence. However, understanding…

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Money

Annuity Fees: Are You Paying Too Much?

Annuities give you a guaranteed stream of income in retirement, but they aren’t created equal. With hundreds of annuities in…

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Money

Five Annuity Mistakes To Avoid

An annuity is a way to get a guaranteed stream of income in retirement. But not all annuities are the…

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Money

Three Reasons It May Be Time for an Annuity ‘Refresh’

People tend to think of annuities as set-it-and-forget-it investments — and for some, that’s one of the major draws. Annuities…

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