What Issues Should I Consider When Reviewing My Existing Annuity?

An annuity bought a decade ago was chosen for a specific reason, a specific rate, a specific income need, a specific tax picture. It's worth checking whether those reasons still apply, or whether your plan has moved on without the annuity.

This is also a good moment to revisit any riders attached to the contract, since features like income or death benefit riders come with their own costs and are easy to forget about.