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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The Easy Trust. How to Ensure a Lasting Legacy – Now and Later

Regardless of your net worth or the number of assets you’ve built up over the years, it’s likely that at some point, you’ve been approached about estate or legacy planning. Some attorneys will even go so far as to use scare tactics, citing that your loved ones might have to sell the family home – or even that they’ll become destitute – if proper estate planning isn’t put in place.

Oh, and as a side note, that planning usually comes with a hefty fee.

This alone is enough to frighten people into blindly following their advisor’s every last suggestion…or alternatively into running the other way as fast as possible, and in turn, doing absolutely nothing (but “saving” money in the process).

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Independent Review of the Athene Agility 7-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 7-year fixed indexed annuity:

  • Product typeIndependent Review of the Athene MYG 5 Fixed 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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What Are The Risks When Buying An Annuity With Your Retirement Money?

When you’re ready to head down the path to retirement, you have to figure out the best way to organize your retirement savings so that you don’t run out of money. Studies have confirmed that people who receive a regular pension income during retirement are happier than people who don’t have a pension income. Furthermore, it’s less stressful to spend money from an account earmarked as income as opposed to investment accounts that are exposed to market loss and risk.

You might be drawn to the appeal of annuities because of their ability to give you a guaranteed cash flow during retirement, but there are a number of risks to be aware of before you buy. We’ve put together a list of the top 5 things your broker might not warn you about so that you can enter retirement better prepared.

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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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