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

February 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... Read more

Rising Annuity Rates Benefit Retirement Portfolios, AnnuityAdvantage Data Reveals

February 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... Read more

U.S. News & World Report – Deferred Income Annuity Options

December 2016

Here is a snippet from a very good U.S. News & World Report article by Jeff Brown on Deferred Income Annuities, also called Longevity Annuities. “Imagine if you could set aside $125,000 in retirement savings and have it produce... Read more

2016 Barron’s Top 50 Annuities

June 2016

The following are excerpts from a Barron’s article titled, “Top 50 Annuities for 2016,” by Karen Hube. AnnuityAdvantage.com is referenced as a Source for the article. Barron’s compiled a list of 50 of the most competitive, top-rated annuities as of... 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

Annuity Education: CD Annuities Explained

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

Best IRA Rates with Fixed Annuities

Most investors want to maximize the value of their

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

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