Resource Library
Educational materials and tools to help you understand annuities and retirement planning.
16 results
Plain-English guides to how annuities work, taxes, withdrawals, comparisons, and payouts.
How annuities are taxed in all 50 states and D.C.: state income-tax treatment, federal withdrawal rules, the 10% penalty, and state guaranty-association protection.
Everything you need to know about fixed annuities: guaranteed rates, safety features, and how they fit into retirement planning.
Learn how variable annuities work, their investment options, potential for growth, and associated risks.
Discover how indexed annuities offer market-linked growth potential with downside protection.
Learn how immediate annuities can provide guaranteed income starting right away.
Calculate potential monthly income from different annuity types based on your investment amount.
Identify potential shortfalls in retirement income and see how annuities can help.
Compare real-time annuity rates from top-rated insurance carriers.
Compare the benefits and drawbacks of annuities and 401(k) plans for retirement savings.
Learn about the most common pitfalls when purchasing annuities and how to avoid them.
A comprehensive breakdown of various fees associated with different annuity types.
Discover the optimal timing for purchasing different types of annuities based on your situation.
A simple visual introduction to how annuities work and their role in retirement planning.
Expert guidance on selecting the best annuity type for your retirement goals.
Complete glossary of annuity-related terms and definitions to help you understand the language.
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