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Today, we will talk about Required Minimum Distributions (RMDs) and annuities, including how they work and how they all tie together.

Today, we’re talking about lifetime income annuities and my favorite strategy, the Defer to SPIA strategy—one the annuity industry absolutely hates. But hey, if they hate it, maybe you’ll like it.

Income Strategies Before Social Security

Let's talk about traditional IRAs, annuities, QLACs, DIAs, and all that good stuff. We will go over it in detail because you might think it's easy and everyone understands it—but no.

The CPA world is split—half love me for it, the other half, the ones trying to sell annuities and do taxes, hate me. However, the bottom line is that if you need tax advice, you need to see a CPA or a tax lawyer.

Pension fund or retirement annuity—what's better? We're going to find out and answer the questions to help you make an informed and rational decision.

Annuities, as a category, are the only financial product that provides income as long as you are breathing. There's no return on investment (ROI) until you die.

Okay, so you must be a CD buyer. Are you a CD buyer? Because if you are, you will love Multi-Year Guarantee Annuities (MYGAs).

Hi there, Stan The Annuity Man, America's Annuity Agent, licensed in all 50 states. I'm so happy you're here for this one because this is a big topic: the 4% rule is dead.

Hi, my name is Stan The Annuity Man, America's Annuity Agent. I've got to rant about something today. I've done this in the past and received both positive and negative comments about it.

Today, we’re discussing how annuity companies aren’t smarter than banks. They’re just more regulated. Let me tell you a little story.

Hi, Stan The Annuity Man, America's annuity agent, licensed in all 50 states, including yours. What we’re going to talk about today are what I call made-up indexes out of midair in the Fixed Indexed Annuity world.

Hi there, Stan The Annuity Man, America's annuity agent, licensed in all 50 states. The question of the day is a good one: Are annuities really guaranteed?

Why am I ranting? Because I'm encountering too many people who don't even know what they've bought. And it's not just Index Annuities; that's an easy one.

Future income or income later is when I ask two questions: What do you want the money to contractually do? And when do you want those contractual guarantees to start?