Annuity Blog
The “Retirement Smile”: How Spending Changes in Retirement and Where Annuities Can Fit
Senior Writer·Chase Ross
How retirement spending changes over time and how annuities may help provide steady income across each phase.
UpdatedFeb 4, 2026
PublishedFeb 4, 20266 min read
Fixed Indexed Annuity Application Process Explained: Step-by-Step Guide for U.S. Annuitants
CFA, Lead Writer·Nikhil Bhauwala
Navigate the U.S. fixed indexed annuity process with ease using this clear, step-by-step application guide.
UpdatedJan 21, 2026
PublishedNov 19, 20257 min read
Understanding Why Fixed Indexed Annuities Have Different Withdrawal-Charge Versions
CFA, Lead Writer·Nikhil Bhauwala
See why fixed indexed annuities offer 5-, 7-, 10-, or 15-year terms and how each option balances growth, flexibility, and access to funds.
UpdatedNov 12, 2025
PublishedNov 12, 20253 min read
Integrating Annuities into a Roth Conversion Strategy for FIRE
Senior Writer·Chase Ross
Combine Roth conversions and annuities to cut taxes, build steady income, and strengthen financial security on your FIRE journey.
UpdatedNov 4, 2025
PublishedNov 4, 20254 min read
The Tax Play: How Certain Annuities Can Smooth Out FIRE Income
Senior Writer·Chase Ross
Discover how annuities help FIRE retirees smooth income, cut tax spikes, and maintain financial stability.
UpdatedNov 3, 2025
PublishedNov 3, 20252 min read
Why Many FIRE Advocates Avoid Annuities (and When They Should Consider)
Senior Writer·Chase Ross
Explore why FIRE advocates reject annuities and how smart timing and low-cost options can enhance financial freedom in retirement.
UpdatedNov 2, 2025
PublishedNov 2, 20256 min read
