Annuities
Annuities are the most jargon-heavy product in the industry. These guides translate the contract language into something you can act on.
4 guides
Fixed vs variable vs indexed annuities: which is right for you?
Three types of annuities, three completely different risk profiles. Here is how fixed, variable, and indexed annuities actually compare — in plain language.
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What is an annuity and do I need one?
Annuities are one of the most misunderstood financial products in America. Here is what they actually do, when they make sense, and what to watch out for.
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What is a surrender period on an annuity?
If you cash out an annuity too early, you could lose a significant percentage of your money. Here is what surrender periods are and what your options are.
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What is a 1035 exchange and when should you use one?
A 1035 exchange lets you move money from one annuity or life insurance policy to another without paying taxes on the gain. Here is when it makes sense and when it does not.
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