Policygenius examines the simultaneous popularity and mystery surrounding annuities in an uncertain American economy and ...
While annuities allow you to turn on income via ... I also hold the IRS Enrolled Agent license, which allows for a unique approach to planning that can be beneficial to retirees and those selling ...
Products are regulated by the SEC, and FINRA requires any brokers selling annuities to hold a state-issued life insurance license. For variable annuities, they must also hold a securities license.
Annuities give you a recurring revenue stream in retirement, providing security and peace of mind. Thanks in part to the SECURE Act 2.0, which added the ability to include annuities in 401(k)s ...
As Jane Austen also said in “Sense and Sensibility,” “an annuity is a very serious business.” And it is one that recent research has shown can provide a license to spend in retirement.