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annuities

The Guarantee Behind Guaranteed Income for Life

One benefit of Social Security payouts and some company-sponsored pensions is that they can provide income for retirees as long as they live. But if you don’t have access to these options or are looking for an additional way to receive lifelong income payouts, annuities could be worth considering. An annuity is a contract purchased…

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Annuity Options

For retirees concerned about outliving their retirement income, one option to consider is to use a portion of assets to purchase an annuity. Annuities offer many different options, from starting income payouts right away with an immediate annuity to delaying them until a later date with a deferred annuity. An annuity is a long-term contract…

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What’s the Plan for Your Retirement Income?

Today, only about one-third of America’s retirees have a pension plan, which is quite different from the reliability of employer-sponsored retirement income of the past. In fact, pensions used to represent one-third of the three-legged stool that represented a confident retirement, in combination with Social Security benefits and personal savings and investments. Employees who don’t have…

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Planning for Tax-Efficient Retirement Income

If you expect to be in a high tax bracket in retirement, you may consider allocating your retirement assets in a variety of different types of financial products to help reduce your tax liability. The growth potential of tax-deferred annuities may be appealing to those who have invested in safe, low-yielding strategies and are concerned…

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Tax Facts About Annuities

Often touted as a tax-advantaged retirement income resource, the annuity is a complex insurance product. While it offers distinct tax benefits, it’s important to understand how it works from a tax perspective. The following are six important facts you should know: Most contributions are not tax-free; the money you initially contribute is not deductible from…

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