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  • What Is an Annuity?

    Oct 21

    Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2 trillion is held in all types of IRAs.1 Annuity contracts are purchased from an insurance company. In exchange, the insurance company makes regular payments to the buyer — either immediately or at some date in the future. ...

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  • 9 Facts About Retirement

    Oct 21

    Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about ...

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  • 9 Facts About Social Security

    Oct 21

    Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is huge. It is estimated to ...

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  • Healthcare Costs in Retirement

    Oct 21

    In a 2020 survey, 36% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence, however, being aware of potential health care costs during retirement may allow you to understand ...

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  • Split Annuity Strategy

    Oct 22

    When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to offer stability. For example, in the first quarter of 2018, investors pulled $63 billion from U.S. stock funds based on uncertainty over market direction.1 For those looking for a ...

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