Annuity Blog

Stay updated with the latest trends, expert opinions, and real-world insights on annuities and retirement planning.

How SECURE Act 2.0 Lets Your Annuity Income Help Satisfy RMDs

Reviewed by
Chase Ross
5 min read
Learn how SECURE Act 2.0 lets excess qualified annuity income count toward RMDs, improving tax flexibility in retirement.
Reviewed by
Chase Ross
5 min read
Feb 15, 2026
Created Feb 15, 2026

The American Dream: What It Really Costs and How Retirees Can Plan for It

Reviewed by
Chase Ross
5 min read
Explore what the American Dream really costs and how retirees can plan for stable income, manage risk, and use annuities wisely.
Reviewed by
Chase Ross
5 min read
Feb 12, 2026
Created Feb 12, 2026

Federal Debt and Your Retirement: Where Annuities May Fit

Reviewed by
Chase Ross
5 min read
Explore how rising federal debt may affect retirement—and how annuities can add contractual income, diversification, and stability.
Reviewed by
Chase Ross
5 min read
Feb 8, 2026
Created Feb 8, 2026

The “Retirement Smile”: How Spending Changes in Retirement and Where Annuities Can Fit

Reviewed by
Chase Ross
5 min read
How retirement spending changes over time and how annuities may help provide steady income across each phase.
Reviewed by
Chase Ross
5 min read
Feb 4, 2026
Created Feb 4, 2026

Fixed Indexed Annuity Application Process Explained: Step-by-Step Guide for U.S. Annuitants

Reviewed by
Nikhil Bhauwala
5 min read
Navigate the U.S. fixed indexed annuity process with ease using this clear, step-by-step application guide.
Reviewed by
Nikhil Bhauwala
5 min read
Nov 19, 2025
Created Nov 19, 2025

Understanding Why Fixed Indexed Annuities Have Different Withdrawal-Charge Versions

Reviewed by
Nikhil Bhauwala
5 min read
See why fixed indexed annuities offer 5-, 7-, 10-, or 15-year terms and how each option balances growth, flexibility, and access to funds.
Reviewed by
Nikhil Bhauwala
5 min read
Nov 12, 2025
Created Nov 12, 2025

Integrating Annuities into a Roth Conversion Strategy for FIRE

Reviewed by
Chase Ross
5 min read
Combine Roth conversions and annuities to cut taxes, build steady income, and strengthen financial security on your FIRE journey.
Reviewed by
Chase Ross
5 min read
Nov 4, 2025
Created Nov 4, 2025

The Tax Play: How Certain Annuities Can Smooth Out FIRE Income

Reviewed by
Chase Ross
5 min read
Discover how annuities help FIRE retirees smooth income, cut tax spikes, and maintain financial stability.
Reviewed by
Chase Ross
5 min read
Nov 3, 2025
Created Nov 3, 2025

Why Many FIRE Advocates Avoid Annuities (and When They Should Consider)

Reviewed by
Chase Ross
5 min read
Explore why FIRE advocates reject annuities and how smart timing and low-cost options can enhance financial freedom in retirement.
Reviewed by
Chase Ross
5 min read
Nov 2, 2025
Created Nov 2, 2025

Tax Optimization and Annuities: Smart Strategies for Retirees and Early Retirees

Reviewed by
Chase Ross
5 min read
Discover how annuities help retirees and early retirees minimize taxes, manage income efficiently, and enhance long-term financial security.
Reviewed by
Chase Ross
5 min read
Nov 1, 2025
Created Nov 1, 2025
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