
Article
What Is A Qualified Longevity Annuity Contract (QLAC)?
A qualified longevity annuity contract (QLAC) is a type of annuity contract specifically designed to keep you from outliving your retirement savings. As a deferred annuity, QLACs provide you with a guaranteed stream of income later in life.

Podcast
Stan The Annuity Man: Happy Birthday To QLACs
With QLACs, SPIAs, and DIAs, there's no annual fees. There's no market attachment; it’s a straight transfer risk. You're saying to the issuing QLAC company, here's the money, and you are on the hook to pay me, or me and my wife, or me and my husband forever as long as one of us is breathing, but you don't get to keep a penny.

Podcast
July 13, 2021
065 Bob Powell: The Voice for Your Retirement
Robert Powell, CFP®, is a long-time award-winning financial journalist and frankly one of the most influential, whose work appears regularly in TheStreet.com, USA TODAY, The Wall Street Journal, MarketWatch, FinancialAnswers.io/RetirementInvestor.io, and AARP.

Article
July 12, 2021
How To Use Annuities To Strengthen Your Portfolio
A question I get asked often is, what percentage of your portfolio should be in annuities? Really good question but there are no perfect answers. And if anyone's giving you a percentage, they have no clue what they're talking about.

Article
July 8, 2021
Pensions and Annuities: What You Need To Know
So the question is, what's the difference between a pension and an annuity? Is a pension the same as an annuity? We're going to go into that. Short answer is they're both lifetime income guarantees, but let's dig further and do a side-by-side comparison of pensions and annuities so you can understand what's out there.

Podcast
July 5, 2021
064 Christine Benz: Avoiding Blind Spots in Your Retirement Portfolio Planning
Each week I bring you the best in their field, and this week is no different. This week's celebrity co-host is Christine Benz, Morningstar's Director of Personal Finance and someone I have been a massive fan of for years because she makes complex investment topics clear and accessible to the average reader.

Article
July 5, 2021
How To Get The Most Of Your Inherited Annuity
A lot of people are calling me because they've inherited an annuity. Let’s cover some of the recent laws that affect inherited annuities and what you need to know so you can make an informed decision on your terms and on your timeframe.Okay. Inherited annuity. So you're a non-spouse. Let's talk about if you're just a non-spouse and you've inherited the annuity...

Article
July 1, 2021
Maximizing Your Investments With Fixed Indexed Annuities
“Got guarantees?” should be the annuity industry's mantra to words because that's what they are. They're contractual guarantees. They're transfer of risk products, period. If you're a living, breathing, human-being with a bank account, then you're probably going to get pitched an indexed annuity by somebody because it's a good story.

Podcast
June 28, 2021
063 Dennis Miller: Your Comfortable Retirement Guarantee
Dennis Miller and I go way back, and he and I have been talking annuities and retirement income via each other's blogs and shows for years. He's the founder of the "Miller On The Money" newsletter….which is FREE to consumers!

Podcast
June 22, 2021
062 Bob Carlson: Unlocking the Secrets of Social Security and Your Retirement Plan
Fun With Annuities Podcast #62 has no other than, Bob Carlson. He’s the founder of the popular retirement newsletter “Retirement Watch.” If you don’t already subscribe, stop what you are doing and go sign up. You can thank me later.

Article
June 21, 2021
A Longevity Annuity Means Never Outliving Your Money
Let us help you make sure you master all the details of your longevity annuity so you can decide if they will be an asset to your specific retirement plan. How does longevity insurance work? Longevity insurance solves longevity risk; you are solving for never outliving your money, which is a fear that a lot of people have. You're solving for that contractually.

Article
June 10, 2021
Mastering Your Pension Plan
A pension plan is an annuity payment that guarantees a lifetime income stream. Now, it depends on your employer, how they work and how they've set things up, whether you can add your spouse or partner to that lifetime income stream. It all depends on who you're working for and who your employer was.