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Annuities are more available than ever these days. Many large providers have been designing products just for RIAs and a...
11/30/2021

Annuities are more available than ever these days. Many large providers have been designing products just for RIAs and are making a big push in the area.

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Annuities are more available than ever these days. Many large providers have been designing products just for RIAs and are making a big push in the area. Additionally, annuities are now easily included in 401ks. But when is it right to choose one? The overall value of annui

Fidelity to Offer Annuity Access to 401(k) ParticipantsSource:
11/24/2021

Fidelity to Offer Annuity Access to 401(k) Participants

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The investment giant cited growing interest in guaranteed income and reduced risk for employers under the Secure Act.

An annuity is a long-term investment that is issued by an insurance company and is designed to help protect you from the...
11/22/2021

An annuity is a long-term investment that is issued by an insurance company and is designed to help protect you from the risk of outliving your income. Through annuitization, your purchase payments (what you contribute) are converted into periodic payments that can last for life.

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Whether you’re looking for income options, legacy planning tools or spousal protection, Nationwide has a range of annuity types designed to help you meet your goals for retirement.

A Fixed Annuity 101 GuideThose new to the finance world and looking into retirement may be overwhelmed with all the new ...
11/19/2021

A Fixed Annuity 101 Guide
Those new to the finance world and looking into retirement may be overwhelmed with all the new terms and information out there. In this article, we give you a Fixed...

Those new to the finance world and looking into retirement may be overwhelmed with all the new terms and information out there. In this article, we give you a Fixed...

An Annuity 101 Guide for Non-Biased ConsumersSource:
11/16/2021

An Annuity 101 Guide for Non-Biased Consumers

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When saving for retirement, there are a handful of options. However, when considering options, many worry about an income stream during retirement. T

How to Choose Your Annuity Payout OptionSource:
11/15/2021

How to Choose Your Annuity Payout Option

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As an owner of an annuity, you have multiple options when it’s time to start withdrawing from it. Your decision can drastically affect the level of income you and your beneficiaries receive from your annuity. To help decide which route … Continue reading → The post How to Choose Your Annuity P...

An annuity is an insurance contract that exchanges present contributions for future income payments. Sold by financial s...
11/11/2021

An annuity is an insurance contract that exchanges present contributions for future income payments. Sold by financial services companies, annuities can help reinforce your plan for retirement. Annuity contracts, however, have widely varying terms, and some charge high costs. If you’ve ever wondered what is an annuity, our guide will help you understand the key details so you can decide whether an annuity might be right for your retirement plan.

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An annuity is an insurance contract that exchanges present contributions for future income payments. Sold by financial services companies, annuities can help reinforce your plan for retirement. Annuity contracts, however, have widely varying terms, and some charge high costs. If you’ve ever wonder...

Children’s Annuities – Automatic but Limited in LengthSource:
11/10/2021

Children’s Annuities – Automatic but Limited in Length

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A survivor annuity is payable to your child or children even if you didn’t elect a survivor annuity for your spouse. However, there are important limits

Opinion: What are the tax rules around inheriting an annuity? Source:
11/09/2021

Opinion: What are the tax rules around inheriting an annuity?

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Some investment assets get a step up in basis upon the owner’s death -- but not all

Annuities have great benefits as well as great drawbacks. For some physicians, an annuity is an ideal investment vehicle...
11/08/2021

Annuities have great benefits as well as great drawbacks. For some physicians, an annuity is an ideal investment vehicle because it basically puts their financial planning on autopilot—they agree to what they will put in and what they will get back in return.

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What Are the Three Main Types of Annuities? By Lisa Tomaszewski, Red Five Communications Nov 6, 2021 Annuities have great benefits as well as great drawbacks. For some physicians, an annuity is an ideal investment vehicle because it basically puts their financial planning on autopilot—they agree t...

Opinion: What are the tax rules around inheriting an annuity?Source:
11/05/2021

Opinion: What are the tax rules around inheriting an annuity?

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Some investment assets get a step up in basis upon the owner’s death -- but not all

Annuities have long been a tool in the arsenal of retirement planners. They may be a great fit for some clients, especia...
11/04/2021

Annuities have long been a tool in the arsenal of retirement planners. They may be a great fit for some clients, especially those who continually max out their annual 401(k) contributions or for those approaching retirement and seeking another source of steady, guaranteed income.

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What you need to know about taxation of private annuities, their use in estate planning, and more.

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1 Park Plaza Suite 600
Irvine, CA
92614

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