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Are Annuities a Smart Investment?

Deciding whether annuities are a smart financial decision comes down to where you are in your retirement journey. For example, fixed annuities are secure financial products and should be a consideration for anyone looking to maximize their retirement portfolio. However,... Read more

How Does an Indexed Annuity Differ From a Fixed-Rate Annuity?

Nearing retirement is an exciting time filled with new plans and possibilities. But before you decide on your vacation home, you need to figure out how you’re going to fund your golden years. With retirement comes freedom, but for most... Read more

Pittsburgh Post-Gazette – Placing an annuity in an IRA may not be, as some say, like wearing a raincoat indoors

April 2017

Should you buy an annuity within a traditional IRA? That’s the topic of discussion in a recently published story by Tim Grant of the Pittsburgh Post-Gazette. In the article, AnnuityAdvantage Founder and CEO, Ken Nuss, is quoted extensively. Here are... Read more

FOXBusiness – What Rising Interest Rates Mean for Annuities

April 2017

The following are excerpts from a FOXBusiness article titled, “What Rising Interest Rates Mean for Annuities,” by Casey Dowd. “Annuities can serve to be an important leg in your retirement portfolio no matter what the current interest rates are. It... Read more

ThinkAdvisor – Consider Fixed Annuities for Your Client’s Fixed-Income Portfolio

April 2017

The following article by Ken Nuss, AnnuityAdvantage CEO and Founder, was published by ThinkAdvisor on April 5, 2017. When interest rates rise, owning a fixed annuity may be safer for clients than investing in a bond fund, the author says.... Read more

Article Takes on Myth that Annuities Don’t Belong in IRAs

April 2017

AnnuityAdvantage CEO covers when an annuity makes sense in your retirement account in Yonkers Tribune MEDFORD, OR–(Marketwired – April 05, 2017) – Buying an annuity within your IRA or Roth IRA can be a smart move according to a recent... Read more

Kiplinger’s Retirement Report – RMD Tips: When Your IRA Holds an Annuity

March 2017

Here are some excerpts from a recent Kiplinger’s Retirement Report story titled, “RMD Tips: When Your IRA Holds an Annuity,” by Rachel L. Sheedy. AnnuityAdvantage CEO and Founder, Ken Nuss, is quoted in the article. “Annuities have a reputation for being... Read more

U.S. News & World Report – Include Longevity Planning in Your Retirement Strategy

March 2017

The following are excerpts from a U.S. News & World Report story titled, “Include Longevity Planning in Your Retirement Strategy,” by Rebecca Lake. AnnuityAdvantage CEO and Founder, Ken Nuss, is quoted in the article. “As people are living longer than... Read more

TheStreet – Too Good to Be True? Six Realities Financial Advisers Need to Know About Index Annuities

March 2017

AnnuityAdvantage Founder and CEO, Ken Nuss, quoted in recent TheStreet article by Brian O’Connell. Here are a few snippets for your review: “The Dow Jones Industrial Average is at record highs, stretching almost toward 22,000 on Monday, February 27, and financial... Read more

A Way to Get Some Stock-Market Upside without Any Downside

Fixed indexed annuities are complex financial products offering a way to protect principal while still getting growth. With the stock market seeming to reach new highs almost daily, investors face a quandary. They want to profit if the market stays... Read more