Annuity Insights

Annuities may seem like simple long-long term investment products. However, deep in the fine print, there are many terms, conditions and variables that can affect annuity returns.

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The Eight Biggest Mistakes Investors Make

In the world of investing, there are many common mistakes investors might make. Over time, these mistakes may have a larger negative impact than anticipated, especially when it comes to retirement.

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The 15-Minute Retirement Plan

Running out of money in retirement is one of the biggest fears of many investors. This guide addresses some key questions many people face when planning for retirement.

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The Definitive Guide to Retirement Income

Do you know how much your retirement will cost? Do you know how to generate the retirement income you’ll need? This guide will help you find answers to these and other important questions.

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Indexed Annuities vs. Stock Market Returns

Indexed annuities are complex investment products that often are too good to be true—not always able to provide the “safety” or “returns” they promise.

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99 Retirement Tips

Benefit from the collective knowledge of highly successful retirees. Get helpful tips on lifestyles, investing and much more!

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A Retirement Guide for Couples

Have you planned how long your money might last in retirement? Have you discussed this financial plan with your significant other? Get A Retirement Guide for Couples to start talking about your retirement plan together.

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The Investor's Guide to a Comfortable Retirement

Do you know how long your nest egg will last in retirement? Download The Investor’s Guide to a Comfortable Retirement to help you align your finances with your retirement goals. Learn creative ways to generate income with your portfolio, when to take Social Security benefits and more!

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Is a Lump Sum Pension Withdrawal Right For You?

Do you have a pension plan? A lump sum pension withdrawal may provide more freedom to customize your retirement plan to your needs. Read this guide to help you understand if you need more investing flexibility than your pension can provide.

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Maximize Your Social Security for Retirement

Social Security benefits can be an important source of cash flow in retirement, and the amount you'll receive is directly affected by the decisions you make leading up to retirement.

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