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Annuity basics

Types of annuities: the four kinds that actually matter. Find yours.

Fixed, indexed, immediate, deferred, bonus, hybrid, variable: the labels make it sound like a dozen products. It is clearer to start with the four ARHQ types and the job each one does.

Match yourself in 20 seconds

The whole map, in one row

Every annuity is sorted by two questions: how should it grow, and when do you want income?

Get those two answers and the type usually picks itself. MYGA and FIA are accumulation paths; SPIA and DIA are income paths. Bonus and hybrid are features layered on top.

MYGA

Fixed rate

A multi-year guaranteed annuity locks in a declared fixed rate for a set term while principal stays protected from market losses.

FIA

Index-linked growth

A fixed index annuity credits interest from an index formula, typically with a floor against index-year losses and limits on upside.

SPIA

Income now

A single premium immediate annuity converts a lump sum into guaranteed income that starts soon after purchase.

DIA

Income later

A deferred income annuity locks in guaranteed income that begins at a future date you choose.

Find your type

Stop reading definitions. Tell us your situation and watch the four types rank.

One set of choices drives the ranked match, the comparison table, and a same-premium chart for MYGA, FIA, SPIA, and DIA.

The annuity-type matcher

Your goals, liquidity, age, and premium ranked against the four ARHQ types.

illustrative — live from CANNEX in production

When do you want income?

What matters most?

Do you want access to the lump sum?

Top match

MYGA

Guaranteed rate, protected principal, no market surprises.

Same premium, four types

$100,000 starting at age 60; top-ranked line is emphasized.

DIA start age: 70

Age 60Age 90Dollars delivered$574,349$0
MYGAFixed index (FIA)Immediate (SPIA)Deferred income (DIA)

Solid lines are account value for accumulation types. Dashed lines are cumulative guaranteed income for income types. Chart assumptions are illustrative — live from CANNEX in production; SPIA/DIA figures here are not quotes.

RankTypeBest fitAccessCurrent teaser
1MYGAFixed rateA known fixed rate for a set term.Usually has limited free withdrawals during surrender period.6.65%top 5-yr guaranteedAtlantic Coast Life, Safe Harbor Bonus Guarantee, AM Best B
2Fixed index (FIA)Index-linked growthProtected growth when you can accept capped upside.Usually has limited free withdrawals; riders may add income.14.00%top capGlobal Atlantic - Forethought Life Insurance Company, ForeAccumulation II Advisory, cap · S&P 500 · 1-yr point-to-point, AM Best A
3Deferred income (DIA)Income laterPre-funding income for later retirement years.Premium is generally committed for future income.Unavailablefuture income quoteLive DIA payout teaser waits for the hardened income endpoint; no illustrative payout is shown as a quote.
4Immediate (SPIA)Income nowA paycheck now, often for life.Premium is generally committed to the payout option.Unavailableincome quoteLive payout teaser waits for the hardened income endpoint; no illustrative payout is shown as a quote.

The types are not competitors. They are answers to different questions.

Want a guaranteed number? MYGA. Want market-linked growth without index-year losses? FIA. Need income now or later? SPIA or DIA. Many retirement plans compare two types, not one.

Complete guide

Types of annuities, explained without the jargon

A plain-English walkthrough of each type: how it works, who it is for, what you give up, and where bonus, hybrid, and variable labels actually fit.

Updated June 18, 20269 min read, or skim it in 60 secondsReviewed by Nikhil Bhauwala

The 60-second version

  • There are four ARHQ core types: MYGA, FIA, SPIA, and DIA. Start there before reading marketing labels.
  • Pick by job: guaranteed fixed growth, protected index-linked growth, income now, or income later.
  • MYGA and FIA protect principal from market losses; SPIA and DIA convert premium into guaranteed income.
  • Bonus and hybrid usually describe features layered onto MYGAs or FIAs. Variable annuities are a separate market-risk category ARHQ does not track as a live-rate core type.

Type 1 - fixed rate

What is a fixed annuity (MYGA)?

A fixed annuity credits a declared interest rate. The common rate-shopping version is the multi-year guaranteed annuity, or MYGA, where the carrier guarantees a rate for a chosen term.

In one sentence

A MYGA locks in a fixed, guaranteed rate for a set term, growing tax-deferred while principal is protected from market losses.
How it growsIncome timingPrincipalWhere to compare
Guaranteed fixed rate for the term.Usually later, through withdrawals, renewal, exchange, or annuitization.Protected from market losses.MYGA guaranteed rates

See today's top MYGA rates

Compare current guaranteed rates by 3-, 5-, 7-, and 10-year term with AM Best context.

View MYGA rates
Key takeaway: If your goal is a guaranteed number and very little drama, compare MYGA terms and carrier strength before looking at more complex designs.

Type 2 - protected index-linked growth

What is a fixed index annuity (FIA)?

A fixed index annuity credits interest from an index formula, such as an S&P 500 annual point-to-point cap. A down index year can credit zero, but the index loss does not directly reduce the protected account value.

In one sentence

An FIA gives protected principal with index-linked interest potential, trading direct market upside for contract caps, participation rates, spreads, and floors.
How it growsThe catchPrincipalWhere to compare
Index-linked credits through a contract formula.Caps, participation rates, spreads, terms, and rider costs can limit the result.Protected from index-year losses.FIA cap and participation rates

See today's top FIA cap rates

Compare cap leaders separately from participation-rate leaders so the metric stays honest.

View FIA rates
Key takeaway: An FIA is best compared by labeled crediting terms: cap, participation rate, index, term, floor, rider, and carrier strength.

Type 3 - income now

What is an immediate annuity (SPIA)?

A single premium immediate annuity converts a lump sum into a scheduled income stream that starts quickly, often within a year. The payment can be for one life, two lives, a period certain, or other payout designs.

In one sentence

A SPIA exchanges premium for guaranteed income that starts soon after purchase and can continue for life.
How it growsIncome timingLiquidityWhere to compare
It is primarily a payout contract, not an accumulation account.Income now.Premium is generally committed to the payout option.SPIA income quotes

Run a SPIA income quote

Compare income by premium, age, state, life type, and payout option when the live quote path is available.

Open SPIA page
Key takeaway: A SPIA can produce efficient lifetime income when the job is a paycheck now, but compare payout options because principal access changes.

Type 4 - income later

What is a deferred income annuity (DIA)?

A deferred income annuity works like an income annuity with a waiting period. You fund it today, then income starts at a future age or date. A DIA purchased inside an IRA to start late in life may be structured as a QLAC.

In one sentence

A DIA locks in guaranteed income that switches on later, often buying more future income per dollar because payments wait.
How it growsIncome timingSpecial formWhere to compare
It is primarily a future payout contract.Later, at the start date you choose.QLAC when designed for qualifying late-life IRA income.DIA and QLAC options

See deferred income options

Compare future income paths by premium, current age, and income start age.

View DIA page
Key takeaway: A DIA is longevity insurance: it can make sense when you want future guaranteed income more than current access to the premium.

Do not get confused

Are bonus, hybrid, and variable annuities separate types?

These words often appear in sales conversations as if they were separate annuity types. Usually they are features layered onto one of the four core types, or they are a separate market-risk product category.

Term you will hearWhat it actually means
Bonus annuityA premium-bonus feature, often on a MYGA or FIA. It may come with a longer surrender period, lower base economics, or other tradeoffs.
Hybrid annuityUsually an FIA with an income rider. Evaluate the FIA crediting terms and the rider payout rules separately.
Variable annuityA different market-risk category with subaccounts that can lose value. ARHQ does not track variable annuities as a core live-rate category.
Key takeaway: Ask which core type is underneath the label. Most confusion disappears once bonus and hybrid are treated as features, not standalone categories.

Put it together

How do you choose the right type of annuity?

You rarely have to pick one type forever. A common retirement plan compares accumulation types for protected growth and income types for the portion of money meant to become a guaranteed paycheck.

If your priority is...Start withThen check
A guaranteed fixed rate and principal protection.MYGATerm, guaranteed rate, AM Best rating, surrender period, and renewal rules.
Protected growth with index-linked upside.FIACap, participation rate, index, term, rider charges, and floor.
A lifetime paycheck starting soon.SPIAAge, premium, state, life type, payout option, and whether annuitization fits.
A larger paycheck starting later.DIAIncome start age, payout option, QLAC rules if qualified money is involved, and beneficiary design.

Match the four types to your inputs

Jump back to the matcher to see the ranking, comparison table, and same-premium chart move together.

Open matcher
Key takeaway: Start with the job to be done, then compare live labeled metrics for that product type. The product name matters less than the risk you are solving.

Quick answers

Frequently asked questions

What are the four main types of annuities?

AnnuityRatesHQ organizes the core comparison around MYGA, fixed index annuity (FIA), single premium immediate annuity (SPIA), and deferred income annuity (DIA). Bonus and hybrid labels are usually features layered onto a core type.

Do I have to annuitize to get lifetime income?

No. Annuitization through a SPIA or DIA is one path, but many fixed index annuities can pay lifetime income through a guaranteed withdrawal rider while account-value mechanics continue under the contract rules.

Which annuity types protect principal from market losses?

MYGAs and fixed index annuities protect principal from direct market losses. A MYGA credits a fixed guaranteed rate. An FIA can credit zero in a poor index year, but the index loss does not directly reduce the protected account value.

Is a bonus annuity a separate type?

Usually no. A bonus is a premium-bonus feature added to a MYGA or FIA. Compare the net economics, including surrender period, renewal terms, and any lower base rate or rider tradeoff.

Does AnnuityRatesHQ track variable annuities?

No. Variable annuities are a different market-risk category with subaccounts that can lose value. ARHQ focuses its live comparison pages on MYGA, FIA, SPIA, and DIA products.

Educational only, not financial advice, a quote, or a carrier-approved illustration. MYGA and FIA rate teasers use live CANNEX-backed data through AdvisorWorld and are labeled by metric. SPIA and DIA income teasers remain unavailable until the hardened income endpoint is ready. Chart assumptions are illustrative and should be confirmed with a licensed professional. Annuity guarantees are backed by the issuing carrier's claims-paying ability and are not FDIC insured.