For those approaching retirement, there are few things more unsettling than a volatile stock market. With the recent wild market swings, conversations between investors and advisors often revolve around protection options, reducing risk and establishing a guaranteed source of income. Because many investors experienced double-digit …
The American Council of Life Insurers’ Jim Szostek testified before the U.S. Department of the Treasury and the IRS regarding longevity annuities. He said that the ACLI is thrilled with the government’s changes to annuities in order to make them easier for Americans to purchase. …
I’m really disappointed in something I recently read in the Daily Local News out of Lancaster, Pennsylvania. In a question and answer column with columnist Bruce Williams, someone wrote in asking whether annuities would be a good idea to help them finance their remaining retirement. …
The Department of Treasury recently made it much easier for people to buy long-dated deferred income annuities, which are also known as longevity insurance or advanced life deferred annuities (ALDAs). The new regulations mean, for instance, that if you use tax-deferred assets to buy an …
Your resource for learning about, comparing, and selecting the most competitive annuities since 2000.
© Copyright AnnuityFYI 2024
A Somerset Wealth Strategies, LLC Property.
4600 S Kelly Avenue, Portland, OR 97239
The following disclaimer governs the use of www.annuityfyi.com and links from it. By using this website, you agree to the following Disclaimer, Terms and Conditions, and Privacy Policy. The term “you” means a user of this website. The term “our” or “we” means Annuity FYI, its website(s), and any agent of Annuity FYI. The website is owned by Somerset Wealth Strategies, LLC (“Annuity FYI”), an Oregon company. Annuity FYI provides users with general and educational information about annuities and may refer users to unaffiliated financial professionals who are licensed in the user’s state and thereby qualified to address a user’s individual financial situation, which could include evaluating an annuity, providing rates or illustrations and discussing investment risks. All quotes, applications, rate lock ins, or offers to sell are handled by Somerset Wealth Strategies, LLC, or, an unrelated financial services firm that is not affiliated with or owned by Somerset Wealth Strategies, LLC. Any information provided through this website or through links to other websites are provided for educational and general informational purposes only and should not be construed as legal, investment, financial or tax advice. The information published at this website is not intended to be a recommendation to purchase an annuity. You are strongly urged to consult with a financial professional to determine if an annuity product is suitable to your financial situation. Annuity FYI accepts no responsibility for any investment decision made by any user of this website, and it is not responsible for any advice or recommendation made to any user by unaffiliated financial professionals to whom the user is referred. Annuity FYI does not receive compensation from any of the insurance companies on this website. Annuity FYI shares user information, and is compensated by, unaffiliated financial professionals who have access to user information submitted to Annuity FYI (see Privacy Policy).
