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 Principal Financial Group QLAC

What Will Be Covered in this Review?

In this review, we will be discussing the following information regarding The Principal Financial Group QLAC:

  • Product typeIndependent Review of the Principal Income Immediate Annuity
  • 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.

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Independent Review of the MassMutual RetireEase Choice Deferred Income Annuity (DIA)

What Will Be Covered in this Review?

In this review, we will be discussing the following information regarding the MassMutual RetireEase Choice Deferred Income Annuity (DIA):

  • Product typeIndependent Review of the Massachusetts Mutual Life Stable Voyage 5 Year Single Premium Fixed Deferred Annuity
  • 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

Independent Review of the Principal Deferred Income Annuity (DIA)

What Will Be Covered in this Review?

In this review, we will be discussing the following information regarding the Principal Deferred Income Annuity (DIA):

  • Product typeIndependent Review of the Principal Income Immediate Annuity
  • 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

Are Hidden Fees In Your 401(K) Killing Your Retirement?

What if you could retire years earlier than you thought you could? What if there was a way to earn another $300,000 in your 401(k) without having to contribute a penny more than you already are? What if all of these things are true, only you don’t know it?

According to a report by AARP, 71 percent of Americans with 401(k)s mistakenly think that they’re not paying any fees. They exist even if you don’t look at them: administration fees, investment fees, and individual service fees. While it used to be that investors had no way of finding out just what fees they were paying, you don’t have to keep your head in the sand anymore.

Here is what you need to know about the hidden fees lurking in your 401(k) plan: what you’re being charged if it’s worth the price you’re paying, and how to negotiate a better deal.

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Independent Review of the New York Life Secure Term MVA Fixed Annuity ll

What Will Be Covered in this Review?

In this review, we will be discussing the following information regarding the New York Life Annuity II:

  • Product typeIndependent Review of the New York Life Guaranteed Lifetime Income Annuity ll
  • 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