Annuities Defined
An annuity is an investment product that allows you to accumulate funds for retirement on a tax-deferred basis. Annuities are considered low-risk, and provide
guaranteed, monthly income when you retire.

Did you know?

  • 46% of Americans will outlive their retirement savings.
  • IRAs & 401(k)s can be rolled into annuities.
  • $225 billion in annuities were purchased last year.
  • 76% of Americans fear they will outlive their savings.
  • Annuities offer the advantage of tax-deferred growth.
  • Annuities can protect against market volatility.
Financial & Retirement Planning by Age

65+ Years Old

Americans are living longer than ever and as a result, solid retirement planning has never been more important.

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50 to 65 Years Old

Your 50’s & 60’s are a critical time to focus your financial planning efforts on reaching your retirement goals.

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35 to 50 Years Old

Your 30’s and 40’s can be key years in setting up a solid
financial plan and building your retirement portfolio.

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20 to 35 Years Old

Retirement might be years away, but certain steps can be taken today that will ensure your financial stability tomorrow.

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About is a resource for consumers doing research for their retirement planning. We are not affiliated with any company, nor do we sell any financial products or services. We’ll help you figure out if an annuity is a good fit for your retirement portfolio, and we provide free annuity rate quotes to help you compare options before making any decision.
Articles & Resources


Examine the different types of
annuities that are available.

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IRAs / 401(k)

Examine your Qualified Plan rollover options.

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Retirement Planning

Learn tips & tools to grow
and maximize your nest egg.

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Estate Planning

Learn the basics of Estate
Planning, Wills & Probate.

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Examine different types of
investments & strategies.

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