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Longevity Annuity: How Does It Work?

Do wealthy people buy annuities? Learn why high-net-worth investors use annuities to manage risk and secure guaranteed retirement income.

Light switch income guarantees let you control when annuity payouts begin. Learn how this flexible feature works for retirement planning.

Learn how to calculate taxable income on an annuity, including what portions are taxed and how to avoid unexpected IRS surprises in retirement.

An annuity income rider guarantees lifetime payouts. Learn how it works, what it costs, and when it makes sense for retirement income planning.

Is a pension the same as an annuity? We’re going to explore that. The short answer is because I know you want it, but there’s not much difference. They’re both lifetime income guarantees.

We’re talking about clients who worry about running out of money and wonder if they have enough. This is one of the issues that my team solves every single day. We make sure the contractual guarantees are in place.

Today, we’re diving into Multi-Year Guarantee Annuities (MYGAs), the annuity industry's version of a CD. A lot of people say, "I hate all annuities, Stan."

Does the 4% Rule Still Work for Retirement Income Planning? We will discuss the 4% rule and how very smart people have factually and academically destroyed it.

Today’s topic is the difference between an annuity and an IRA. Let’s talk about that.

We’re talking about how annuity companies make money on Fixed Indexed Annuities. We’re going to cover a lot of things: What is a Fixed Indexed Annuity? What does it solve for? How does it work?

Today we’re talking about how annuities are the best offense and strategy against diminished capacity when planning for retirement.

Today, we're talking about annuity death benefits. You buy an annuity, and you die—what happens?

Today's topic is Avoiding Common Pitfalls With Annuity Purchases, which comes from the calls my team receives. They shared examples of things people could have avoided.

So, you're looking for income and want to know the difference between a lifetime income benefit rider and what's called annuitization.