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Category: Annuity Strategies

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

Best IRA Rates with Fixed Annuities

Most investors want to maximize the value of their individual retirement account (IRA) not only for their own financial needs, but also for their surviving loved ones. These accounts were created to provide a tax favored way of… Read more

Life Annuities – An Annuity That Guarantees a Lifetime Income

If you are retired or nearing retirement, a life annuity should be a retirement income strategy that you give serious consideration. Life annuities are essentially a Single Premium Immediate Annuity (SPIA) with a lifetime payment option. They provide… Read more

What Is a Tax-Free 1035 Exchange?

Are you interested in upgrading your annuity to one with better features and/or a higher interest rate? In most cases, the IRS allows what is known as a 1035 exchange of non-qualified annuity contracts between insurance companies. A… Read more

Using Online Annuity Calculators When Researching Annuities

Annuity calculators can be found all over the internet. Most insurance companies and online annuity marketers offer some version of an annuity calculator on their website. These online tools make it easier to approximate how much your annuity will be… Read more

Resolve to Find the Best Annuity in 2013: AnnuityAdvantage.com Offers Free Annuity Checkup

January 2013

MEDFORD, Ore., Jan. 14, 2013 /PRNewswire/ — As the nation’s congressional leaders pushed through a last-minute deal to avoid the fiscal cliff earlier this month, the new year appeared to be off to a rocky financial start. Artificially low interest… Read more

A Deferred Annuity Can Reduce Income Taxes on Social Security Benefits

January 2008

Software shows how deferred annuities can reduce taxes on Social Security income while offering a safe, stable place to grow retirement savings. Medford, OR (PRWEB) January 10, 2008 — AnnuityAdvantage.com announced today that it has acquired software that can analyze… Read more

Annuity Buyers Find Timing is Right on Fixed Annuities Treasury Bond Rate Reaches Six Month High

November 2005

With the current Treasury Bond rate over 4.5%, investors are incorporating fixed annuities — a fundamental, principal protected investment vehicle, in to their investment and retirement strategies. Medford, OR (PRWEB) November 3, 2005 — For the first time since March… Read more