2/22/24: Did I make a mistake by purchasing a fixed index annuity for nearly $500k?
10/30/23: Our annuities are past the surrender penalty period and I think I should transfer the money out. Do you agree?
8/4/23: Did I make a huge mistake by buying a fixed MassMutual RetireEase annuity from Fidelity?
6/6/23: I panicked last year and moved a lot of my investments to cash and now I'm wondering if I'd be better off purchasing an annuity.
4/30/23: A financial planner I was connected with is suggesting some insurance products and I need a second opinion before pulling the trigger.
3/9/23: I feel like we're in good financial shape, but I'm starting to wonder if we made a big mistake by purchasing an annuity back in 2010?
2/14/23: I realize that my 401(k) doesn't include any guarantees but I think I have enough for my needs, so I'm wondering if purchasing an annuity would be a good idea for me?
2/8/23: Approximately six years ago, at the advice of a relative in the financial industry, I purchased an annuity. Should I keep it or ditch it?
1/28/23: I have an annuity coming due with a few different options, which should I choose?
1/25/23: Our planner has presented us with an annuity option that he seems very keen on, but we're not sure if it's necessary.
12/7/22: I'll be taking a lump sum payment in January and I'd like to purchase a 100% spousal survivor annuity to create a guaranteed lifetime paycheck. Should I do it?
11/25/22: I recently inherited some annuities and I'm not sure if I should go back into another annuity, or cash out, pay the taxes and move on?
8/16/22: Considering we're in our 30s, is there any reason why we should be considering an annuity?
8/7/22: With an old pension plan kicking around, I'm being presented with some options. Which should I choose?
6/26/22: Annuities are confusing products, which means the decisions to be made are never quite that easy.
4/22/22: Considering the current economic environment, is now actually the time to consider a fixed annuity?
2/24/22: Even though I have always been opposed to annuities, I'm starting to wonder if a fixed annuity might make sense for me. Yay or nay?
1/22/22: Sometimes annuities make sense, sometimes they don't. Here's the latest scenario.
1/16/22: I'm 59 years-old and trying to plan for retirement, do I need the insurance product I'm being pitched?
When an annuity is coming due you usually have some options. Figuring out which one to choose is not always so easy.