Resources
Access expert guides and tools to help you make informed annuity decisions for a secure financial future.
All Resources
How Rising (or Falling) Interest Rates Affect Annuity Returns
Discover how rising and falling interest rates shape annuity returns. Compare MYGAs, FIAs, and SPIAs, and learn strategies like laddering to secure reliable retirement income.
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Fixed vs. Variable Annuities — What's Actually the Difference?
Compare fixed vs. variable annuities to secure your retirement. Learn the critical differences in risk, growth, and fees. Find the right annuity to build your retirement income.
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The Extensive Guide to Annuities in 2026
The definitive guide to annuities in 2026. Learn what an annuity is, how it works, and which type fits your timeline from SPIAs and MYGAs to RILAs. Discover expert strategies for sizing your purchase and creating a guaranteed retirement income floor.
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The Consumer’s Guide to Annuity Taxes: Managing Income & Brackets in Retirement
Manage your retirement income with this 2026 guide to annuity taxes. Learn the difference between Qualified & Non-Qualified annuities, the 59½ rule, LIFO vs. Annuitization, and how withdrawals can trigger the Social Security Tax Torpedo or Medicare IRMAA surcharges. Stop "bracket creep" and keep more of your money.
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