Annuity Guides & Resources

Free educational content written by experts with 25+ years of experience. No sales pitch — just the information you need to make an informed decision.

Getting Started

8 min read

What Is a Life Annuity?

A complete guide to how life annuities work, who they're for, and how they differ from other retirement products.

Read Guide → 10 min read

Types of Annuities Explained

Fixed, variable, indexed, immediate, deferred — learn the differences and which type fits your situation.

Read Guide → 7 min read

Pros and Cons of Annuities

An honest, balanced assessment of annuity benefits and drawbacks to help you decide if one is right for you.

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Comparisons

9 min read

Annuity vs. 401(k)

Side-by-side comparison of annuities and 401(k) plans — when to choose each and when to use both.

Read Guide → 7 min read

Best Age to Buy an Annuity

Age-by-age analysis of annuity rates, trade-offs, and the optimal time to convert savings to income.

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Tax & Legal

9 min read

How Are Annuities Taxed?

Federal and state tax treatment of annuity income — qualified vs. non-qualified, exclusion ratios, and more.

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