When Does an Annuity Make Sense?

When Does an Annuity Make Sense?

When does an annuity make sense? Learn who benefits, where annuities fit in retirement, and the trade-offs to check before buying one.

Is an Income Rider Worth It?

Is an Income Rider Worth It?

Is an income rider worth it? Learn when the guarantee helps, when fees hurt, and how to spot sales claims that do not match reality.

7 Best CD Alternatives for Retirees

7 Best CD Alternatives for Retirees

Looking for the best CD alternatives for retirees? Compare safer income options, risks, liquidity, and where annuities may or may not fit.

Are Annuity Sales Agents Honest?

Are Annuity Sales Agents Honest?

Are annuity sales agents honest? Learn when agents tell the truth, where sales pressure shows up, and how to verify annuity claims before buying.

3 Common Strategies to Generate Income for Retirees and the Dangers They May Expose to your Portfolio

The 3 Common Strategies to Generate Income for Retirees Invest your principal in a fixed interest rate vehicle and attempt to live off the interest only. Purchasing an annuity with an Income Rider that offers a lifetime income for retirees. Making systematic withdrawals from a non-guaranteed portfolio that also contains the possible risk of loss. …

Read more3 Common Strategies to Generate Income for Retirees and the Dangers They May Expose to your Portfolio