Questions? 1.800.239.0356

Back to Top
fixed annuities

Category: General Interest

Tax Sheltered Annuities (TSAs)

A Tax Sheltered Annuity, also called a TSA or 403(b), is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt nonprofit organizations. Section 403(b) of the Internal Revenue Code allows employees to save for their retirement by making... Read more

Best IRA Rates with Fixed Annuities

Most investors want to maximize the value of their individual retirement account (IRA) not only for their own financial needs, but also for their surviving loved ones. These accounts were created to provide a tax favored way of saving for... Read more

401k Rollover Options when Retiring or Changing Jobs

When you change jobs or retire, you’ll face one of the most important financial decisions you will ever need to make: what do I do with my company retirement plan or 401k account? If you make the wrong decision, the IRS... Read more

The Pros and Cons of Variable Annuities

In the recent past, variable annuities have received both positive and negative attention in the media. Many articles have been published that detail variable annuities’ high potential market gains, but many more have been published describing excessive variable annuity fees,... Read more

Sell Your Annuity or Structured Settlement for Cash

Annuities are great retirement savings and guaranteed income products. While there are many benefits to owning an annuity, sometimes life’s circumstances change and there may now be a compelling reason to sell your annuity or structured settlement payments for cash.... Read more

With Holiday and Tax Seasons Looming, Asks Retirees and Pre-Retirees Six Burning Questions

October 2013

MEDFORD, Ore., Oct. 22, 2013 /PRNewswire/ — For better or worse, the holidays are also the time of year when it is necessary to think carefully about one’s tax situation. For pre-retirees as well as those already retired, financial planning... Read more

In an Uncertain Market, Variable Annuities Still Losing Ground to More Reliable and Increasingly Versatile Fixed Annuities

June 2013

MEDFORD, Ore., June 24, 2013 /PRNewswire/ — In 2012, sales of annuities hit their lowest levels since 2005, dropping 8.4% from the prior year. Variable annuities, which entail investment risk, have accounted for a substantial portion of this decline. In... Read more

Meeting with an Advisor: Be Prepared

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups with:  “Do you drink? Do you smoke? How much exercise do you get a week? Are you experiencing any pain?”... Read more

The 10 Best States to Spend Retirement, Part II

In Part I of this article on the best states to live during retirement, we discussed the top five states for retirees as ranked by, along with the reasons why those states earned such high rankings. To refresh your... Read more

The 10 Best States to Spend Retirement, Part I

Not that long ago, if you planned on moving out of your home state for retirement, everyone assumed you were probably going to one of just two places: Florida or Arizona. Today, however, not only is this assumption a bit... Read more