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Annuities

Annuities are a unique financial product that, along with Social Security, employer pensions, your 401(k) plan, IRA and other assets, can enhance your retirement security. A unique financial benefit of an annuity is its ability to keep you from “outliving your assets."

Annuities are a unique financial product that, along with Social Security, employer pensions, your 401(k) plan, IRA and other assets, can enhance your retirement security. A unique financial benefit of an annuity is its ability to keep you from “outliving your assets."

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Annuities: Frequently Asked Questions
November 04, 2008
Have questions about annuities? Get your answers here.

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Annuities: How They Work and When You Should Use Them
November 04, 2008
Annuities—a type of insurance product— can be an effective investment vehicle, especially in providing for your retirement. This Financial Guide will help you decide whether annuity investments are right for you and how to use them in retirement planning. It also discusses the tax treatment of annuities.

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Lifetime Annuity
November 22, 2008
You can think of a lifetime annuity as nvestment vehicle that functions as a personal pension plan. Sometimes referred to as “single life,” “straight life,” or “non-refund,” these are a form of immediate annuity that provides income for your entire life.

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Types of Annuities
November 22, 2008
Fixed, variable, immediate, deferred? What's it all mean?

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What is an Annuity?
November 22, 2008
An annuity is an agreement for one person or organization to pay another a stream or series of payments. Usually the term “annuity” relates to a contract between you and a life insurance company, but a charity or a trust can take the place of the insurance company.

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When to Consider an Annuity
November 22, 2008
Find out if an annuity is right for you.

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