annuities

Common Types of Annuity Products

Income annuities, MYGAs, and variable annuities each work differently. See a plain-language comparison.

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Does an Annuity Fit Within My Financial Plan?

Annuities aren't right for every plan. See the questions worth answering before you consider one.

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What Issues Should I Consider When Reviewing My Existing Annuity?

An annuity purchased years ago may no longer fit your plan. See what to check.

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What Issues Should I Consider When Doing a Section 1035 Exchange?

A 1035 exchange lets you swap policies without triggering current taxes. See what to consider before doing one.

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