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Category: Finance

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

Tax Sheltered Annuities (TSAs)

A Tax Sheltered Annuity, also called a TSA or 403(b), is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt nonprofit organizations. Section 403(b) of the Internal Revenue Code allows employees to save for their retirement by making… 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

401k Rollover Options when Retiring or Changing Jobs

When you change jobs or retire, you’ll face one of the most important financial decisions you will ever need to make: what do I do with my company retirement plan or 401k account? If you make the wrong decision, the IRS… Read more

Bonds vs Fixed Annuities

A bond is an investment that is essentially an I.O.U. issued by a corporation or government agency, where the issuing entity borrows funds from an investor for a specified period of time, commonly 10 to 30 years. A return is… Read more

Mutual Funds vs Fixed Indexed Annuities

When looking into investing in the stock market, one popular choice has been mutual funds. Increasingly however, many investors are opting for a fixed indexed annuity instead. There are many good reasons for this growing popularity of indexed… Read more

Tax Deferred Annuities

Deferred annuities are contracts issued by insurance companies for people who want to save on a tax-deferred basis, usually for an extended period of time, and then optionally convert their accumulation value into a guaranteed monthly payout once they retire…. 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

Bank Certificates of Deposit (CDs) vs Fixed Annuities

Multi-Year Guarantee Annuities (MYGAs), also called Fixed Rate or CD-type Annuities, are a type of fixed annuity that provide a pre-determined and contractually guaranteed interest rate for a specified period of time, most commonly 3-10 years. For this reason, they… 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