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Category: Fixed Annuities

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

April 18, 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 a few snippets: “…many financial advisers say it makes little sense to hold an annuity… Read more

What You Need To Know
FOXBusiness – What Rising Interest Rates Mean for Annuities

April 13, 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 is difficult to determine the perfect time to invest in an annuity, but with a… Read more

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

April 05, 2017

The following article by Ken Nuss, AnnuityAdvantage CEO and Founder, was published by ThinkAdvisor on April 5, 2017. To view the original version on the ThinkAdvisor website, visit: https://www.thinkadvisor.com/2017/04/05/consider-fixed-annuities-for-your-clients-fixed-in/ ### When interest rates rise, owning a fixed annuity may be safer for clients than investing in a bond fund, the author says. While most experienced agents… Read more

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

April 05, 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 article in the Yonkers Tribune. “Despite the conventional wisdom, it often makes perfect sense to… Read more

U.S. News & World Report – Fixed Annuities Versus Bonds

February 07, 2017

Here’s an excerpt from a recent U.S. News & World Report article by Rebecca Lake outlining the pros and cons of fixed annuities compared to bonds for producing retirement income. “Fixed annuities and bonds are designed to help investors fill income gaps in their retirement plan. When ranking pre-retirees’ biggest investment stressors, running out of… Read more

Rising Annuity Rates Benefit Retirement Portfolios, AnnuityAdvantage Data Reveals

February 01, 2017

A good substitute for bonds and CDs, offering safe income without most of their drawbacks MEDFORD, OR–(Marketwired – February 01, 2017) – Annuity rates have gone up a bit recently, according to AnnuityAdvantage’s database of 290 fixed annuities from 35 insurers. They currently pay up to 3.40 percent for a 10-year annuity, up to 3.15… Read more

Annuity Education: CD Annuities Explained

February 12, 2016

What are CD annuities? That is a very interesting question with an even more interesting answer. The fact of the matter is that there really is no such thing as a CD annuity. A certificate of deposit (CD) is issued by a bank, whereas an annuity is issued by an insurance company. Why then do… Read more

Bonds vs Fixed Annuities

February 05, 2016

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 earned when the issuing entity pays interest on the bond, typically at a fixed rate… Read more

Tax Deferred Annuities

February 04, 2016

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. Unlike an immediate annuity, where income payments must begin within one year of purchase, deferred… Read more

Fixed Annuity Considerations – The Many Benefits of Fixed Annuities

January 30, 2016

Fixed annuities, also referred to as tax-deferred fixed annuities, are available in many different product designs and configurations, but are at their core, a contract between an owner and an insurance company for an interest bearing policy that includes optional guaranteed income choices. With a fixed annuity, the insurance company typically credits interest annually, but… Read more