Annuity and retirement income resources

Plain-English articles and videos on annuities and retirement income. Explore each topic through a written explanation and a related video when available. Read or watch at your own pace, then compare rates or schedule a review when you’re ready.

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Annuity basics What is an annuity? The basic idea, the main types and the words you’ll see in every contract. Coming soon
MYGAs MYGAs explained: how a multi-year guaranteed annuity credits a fixed rate for a set number of years. Coming soon
Fixed annuities · Fixed indexed annuities Fixed vs. fixed indexed annuities: how each one credits interest, and what you give up for each. Coming soon
Fixed indexed annuities What happens to a fixed indexed annuity when the market falls: caps, participation rates and the trade-offs around growth. Coming soon
Before you buy Getting to your money: surrender periods, free withdrawals and what early access can cost. Coming soon
Retirement income Your income floor: how Social Security, pensions and annuity income can work together to cover essential spending. Coming soon
Long-term care Annuities and long-term care: how some annuities provide benefits for qualifying care needs, and what to check in the coverage. Coming soon
Before you buy When an annuity may not be the right fit: situations where other options deserve a closer look. Coming soon
Before you buy · Annuity basics How to read an annuity rate: what the quoted number does and doesn’t tell you. Coming soon

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