Annuity Questions
What Does It Actually Cost to Surrender an Annuity?
A surrender charge is a stated cost, not a hidden one. Here's how to work out what it actually is, in dollars.
By The Annuity Finder News DeskSeptember 10, 20267 min
Read Now Smarter Retirement Decisions
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Annuities by State
Retiring in Florida, Texas or Arizona: How Annuity Rules Can Differ by State
The annuity may be similar — but the rules surrounding the transaction can vary depending on where you live. Here's what retirees should understand before buying or replacing an annuity.
By Alan WilliamsSeptember 4, 20267 min
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Annuities & Taxes
Annuities, IRAs and RMDs: What Retirees Need to Know
An IRA provides tax advantages. An annuity provides insurance-contract features. When the two are combined, understanding which rules come from which layer becomes especially important.
By Evan SussmanSeptember 4, 20267 min
Read Now Annuities By State
Explore Annuity Information for Your State
Annuity rules, tax treatment, and available products can vary by state. Browse state-specific guides to learn what retirees in your area should know before considering an annuity.
View Annuities By State
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