Retirement
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RetirementWith only 27% of baby boomers confident their savings will last, exploring options like annuities, real estate and passive income streams is crucial. Taking…
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Retirement
Annual Reset Indexing Method
Key Takeaways The annual reset method is a fixed index annuity contract design that measures the underlying index’s performance annually. An annual reset… -
Regulation & Public Policy
How 2023 Income Brackets Affect Annuity Owners
The Internal Revenue Service made several “inflation adjustments” for tax year 2023. One of them increased income levels in each tax bracket. This and… -
Retirement
Annuity Owners Are Often Middle Class, New Survey Shows
It is a widespread belief that annuities only make sense for high-net-worth individuals who have significant income to contribute to the product. However,… -
Retirement
Annuity.org Announces Upcoming Retirement Webinar
Annuity.org is set to host a webinar this month on the Four Cs of Retirement and how to craft a secure retirement income… -
Retirement
Is 1 Million Dollars Enough To Retire?
Key Takeaways Retiring on $1 million is possible, but whether that amount will be enough depends on many factors. Inflation, taxes, your health…