Annuity Blog
Understanding Why Fixed Indexed Annuities Have Different Withdrawal-Charge Versions
See why fixed indexed annuities offer 5-, 7-, 10-, or 15-year terms and how each option balances growth, flexibility, and access to funds.
Integrating Annuities into a Roth Conversion Strategy for FIRE
Combine Roth conversions and annuities to cut taxes, build steady income, and strengthen financial security on your FIRE journey.
The Tax Play: How Certain Annuities Can Smooth Out FIRE Income
Discover how annuities help FIRE retirees smooth income, cut tax spikes, and maintain financial stability.
Why Many FIRE Advocates Avoid Annuities (and When They Should Consider)
Explore why FIRE advocates reject annuities and how smart timing and low-cost options can enhance financial freedom in retirement.
Tax Optimization and Annuities: Smart Strategies for Retirees and Early Retirees
Discover how annuities help retirees and early retirees minimize taxes, manage income efficiently, and enhance long-term financial security.
Using QLACs (Qualified Longevity Annuity Contracts) to Protect Against Outliving FIRE Savings
Discover how QLACs provide guaranteed late-life income, reduce RMDs, and help FIRE retirees protect against outliving their savings.