Annuities offer powerful tax benefits to those planning for, or entering retirement. Unlike money market accounts, savings accounts, certificate of deposit (CDs), and most bonds, annuities carry the potential to create tax-deferred accumulation. For example, interest earned in a deferred... Read more
Deferred income annuities are types of deferred annuities that guarantee lifetime monthly incomes starting at a future date specified in their contracts. The chief purpose of a longevity annuity is to efficiently protect a portion of your assets that are... Read more
There are several types of annuities that you should be aware of while trying to choose a vehicle for your retirement funds. Annuities can be immediate or deferred and they can provide fixed or variable returns. In this article, we’re... Read more
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
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 saving for... Read more
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 a dependable... Read more
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 1035 exchange... Read more
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
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
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