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Annuity Blog

How SECURE Act 2.0 Lets Your Annuity Income Help Satisfy RMDs

Senior Writer·Chase Ross

Learn how SECURE Act 2.0 lets excess qualified annuity income count toward RMDs, improving tax flexibility in retirement.

UpdatedFeb 15, 2026
PublishedFeb 15, 20265 min read

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

Senior Writer·Chase Ross

Explore what the American Dream really costs and how retirees can plan for stable income, manage risk, and use annuities wisely.

UpdatedFeb 12, 2026
PublishedFeb 12, 20268 min read

Federal Debt and Your Retirement: Where Annuities May Fit

Senior Writer·Chase Ross

Explore how rising federal debt may affect retirement—and how annuities can add contractual income, diversification, and stability.

UpdatedFeb 8, 2026
PublishedFeb 8, 202610 min read

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 11, 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
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