Lifetime-Income-Annuity:-How-the-Defer-to-SPIA-Strategy-Works

Lifetime Income Annuity: How the Defer to SPIA Strategy Works

Today, we’re talking about lifetime income annuities and my favorite strategy, the Defer to SPIA strategy—one the annuity industry absolutely hates. But hey, if they hate it, maybe you’ll like it.
Income-Strategies-Before-Social-Security

Income Strategies Before Social Security

Income Strategies Before Social Security
Annuities-and-Taxes

Annuities and Taxes

The CPA world is split—half love me for it, the other half, the ones trying to sell annuities and do taxes, hate me. However, the bottom line is that if you need tax advice, you need to see a CPA or a tax lawyer.
Pension-Fund-or-Retirement-Annuity:-How-Each-Work

Pension Fund or Retirement Annuity: How Each Work

When offered a pension or a lump sum, understanding how pensions compare to retirement annuities can help you decide which income path makes sense.
Is-the-4%-Rule-Dead?

Is the 4% Rule Dead?

Hi there, Stan The Annuity Man, America's Annuity Agent, licensed in all 50 states. I'm so happy you're here for this one because this is a big topic: the 4% rule is dead.
Annuity-Companies-vs-Banks

Annuity Companies vs Banks

Today, we’re discussing how annuity companies aren’t smarter than banks. They’re just more regulated. Let me tell you a little story.
Retirement-Expert-Rants:-Made-Up-FIA-Indexes

Retirement Expert Rants: Made-Up FIA Indexes

Hi, Stan The Annuity Man, America's annuity agent, licensed in all 50 states, including yours. What we’re going to talk about today are what I call made-up indexes out of midair in the Fixed Indexed Annuity world.
Retirement-Expert-Rants:-People-Don't-Even-Know-What-They-Are-Buying

Retirement Expert Rants: People Don't Even Know What They Are Buying

Why am I ranting? Because I'm encountering too many people who don't even know what they've bought. And it's not just Index Annuities; that's an easy one.
IRA-Annuity:-How-Does-It-Work?

IRA Annuity: How Does It Work?

First of all, is there such a thing as an IRA annuity? Not really. But many people ask about it, so I thought I’d cover it here on The Annuity Man's website.
Which-Is-Better:-Mutual-Fund-vs.-Annuity

Which Is Better: Mutual Fund vs. Annuity

Today's topic is a good one: which is better, a mutual fund or an annuity? You might be thinking, "Wait a minute, Stan, that's an easy one," but it's not. I'll explain the details after this.
How-to-Calculate-an-Annuity-and-Run-the-Right-Quotes

How to Calculate an Annuity and Run the Right Quotes

How do you calculate an annuity and get the right quotes? First things first, you need to figure out if you need an annuity at all. And then, if you do, what type works best?
Annuity-Income:-How-It-Works-For-Every-Annuity-Type

Annuity Income: How It Works For Every Annuity Type

Today, we're going to talk about annuity income and cover every type of annuity. There's not just one annuity. You can't hate all annuities because there are different types.
Fixed-Index-Annuity-Rates:-Why-Renewal-Rates-Matter

Fixed Index Annuity Rates: Why Renewal Rates Matter

What are we talking about today? The most popular product on the planet. The best thing since sliced bread. The greatest thing ever. It's too good to be true. It's fantastic.
Master-Annuity-Calculators-with-These-Tips

Master Annuity Calculators with These Tips

Today's topic is a very good one. It's about mastering annuity calculators with secrets and tips from Stan The Annuity Man of all people.
How-To-Know-If-Your-Annuity-Is-Safe

How To Know If Your Annuity Is Safe

But today, this topic is unique. It is called How to Know if Your Annuity Is Safe. Are the companies you're investing in, the annuity companies, safe?