Independent & Objective Reviews on Annuity Investments

Annuity Salespeople Telling the Whole Truth? Find out here with in-depth annuity reviews that reveal the facts on what you can really expect from your annuity.

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Independent Review of the Athene Agility 10-Year Fixed Indexed Annuity

What We Will Be Covering in this Annuity Review

In this annuity review, we will be discussing the following details on the Athene Agility 10-year fixed indexed annuity:

  • Product typeIndependent Review of the Athene MYG 5 Fixed Annuity
  • Fees
  • Current rates
  • Realistic long-term return expectations
  • How this annuity is best used
  • How it is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

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How To Buy An Annuity With Your 401(K) Or IRA

In the good ol’ days, Americans relied on pensions to give them an income during retirement. They didn’t have to worry about 401(k)s or IRAs and tax rules because they had defined-benefit pension plans that took care of the income for them.

Today, most Boomers can not only expect to live longer than their grandparents did, but they’re also on their own when it comes to funding retirement. The good news is that it’s not that hard to get yourself the same kind of pension checks that your grandparents had; you can roll your money over into an annuity. Here is what you need to know about the tax rules because when it comes to this pot of money, Uncle Sam is watching you.

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Independent Review of the American General Life Insurance Company Power 10 Protector Plus Income Index Annuity

What Will Be Covered in this Annuity Review

In this annuity review, we will be going over the details regarding the American General Life Insurance Company Power 10 Protector Plus fixed indexed annuity, such as:

  • Product type
  • Fees
  • Current rates
  • Realistic long-term return expectations
  • How it is used
  • How it is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

Continue reading

Top 5 Reasons Why People Run Out Of Money In Retirement

Research tells us that nearly a million motorists a year break down on the side of the road because of empty fuel tanks, and most of them are men who ignore the fuel warning light. A 2018 survey by Employee Benefit Research Group finds that just 17 percent of workers feel very confident about having enough money to handle basic expenses during retirement. Will you ignore the warning signs that your money might not last?

Here are the top five reasons why portfolios run out of gas during retirement, along with what you can do instead to keep your income tank on full.

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Independent Review of the Delaware Life Pinnacle MYGA Annuity

What Will We Be Covering in this Annuity Review?

In this review, we will be covering the following details on the Delaware Life Pinnacle MYGA annuity:

  • Product typeIndependent Review of the Delaware Life Pinnacle MYG Annuity 3-Year (MYGA)
  • Fees
  • Current rates
  • Realistic long-term return expectations
  • How it is used
  • How it is most poorly used

Annuities can be complex. That’s where having an Annuity Investigator who loves math comes in.
We make the complex, simple.

Continue reading