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Annuity Basics

Annuity FAQs

CFA, Lead Writer·Nikhil Bhauwala

Discover the features, benefits, and risks of fixed, variable, and indexed annuities. Make informed decisions about your retirement planning.

UpdatedAug 19, 2024
PublishedAug 19, 20241 min read

Types of Annuities: Navigating the Annuity Galaxy

CFA, Lead Writer·Nikhil Bhauwala

Explore fixed, indexed, variable, bonus, and hybrid annuities. Learn how each works with detailed examples. Plan your retirement wisely!

UpdatedSep 19, 2024
PublishedAug 14, 202410 min read

Annuity Fees and Surrender Charges

CFA, Lead Writer·Nikhil Bhauwala

Learn about the costs of annuities, including fees, commissions, surrender charges, and riders, to make informed retirement planning decisions.

UpdatedAug 14, 2024
PublishedAug 14, 20245 min read

Annuity Taxation

CFA, Lead Writer·Nikhil Bhauwala

Discover how annuities are taxed, the difference between qualified and non-qualified annuities, and strategies to minimize tax impacts.

UpdatedAug 14, 2024
PublishedAug 14, 20245 min read

Annuity Suitability

CFA, Lead Writer·Nikhil Bhauwala

Discover the best annuity types for guaranteed income. Learn how fixed, variable, and indexed annuities work, with examples for retirees.

UpdatedAug 14, 2024
PublishedAug 14, 202413 min read

Annuity Suitability: A Comprehensive Guide for Pre-Retirees

CFA, Lead Writer·Nikhil Bhauwala

Discover the best annuity options for pre-retirees. Fixed, variable, and indexed annuities analyzed. Make informed retirement income decisions.

UpdatedAug 14, 2024
PublishedAug 14, 20248 min read
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