Annuity Archives - Page 3 of 7

What to Do With an Old Annuity You’ve Forgotten About

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways Before deciding anything, find out two things: is…

Marc GilmanSeptember 22, 2026

Annuity Insurance

Your Fixed Annuity Is About to Mature: What Happens Next and What to Decide

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways A fixed annuity "maturing" simply means its guaranteed…

Marc GilmanSeptember 21, 2026

Annuity Insurance Retirement

What the Fed’s Rate Hike Actually Means for Retirees: Savings, Debt, Stocks, and Housing

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways A single quarter-point rate hike rarely helps or…

Marc GilmanSeptember 19, 2026

Annuity Insurance

The Fed Just Raised Rates for the First Time Since 2023 — What That Means If You’re Considering an Annuity

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways On September 16, the Federal Reserve raised interest…

Marc GilmanSeptember 19, 2026

Annuity Insurance Retirement

Why America’s Three Biggest 401(k) Providers Are All Adding Annuities

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways Vanguard, Fidelity, and BlackRock — the three largest…

Marc GilmanSeptember 19, 2026

Annuity Insurance Retirement Retirement Income Retirement Planning

Why the 4% Rule Keeps Shrinking — And Why More Retirees Are Adding Guaranteed Income

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways The "safe" retirement withdrawal rate keeps getting smaller.…

Marc GilmanSeptember 19, 2026

Annuity Insurance Personal Insurance Retirement

Why Repositioning an Old Annuity Into an LTC Annuity Is One of the Strongest Tax Moves Still Available

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways If you own an old non-qualified annuity with…

Marc GilmanSeptember 18, 2026

Annuity Insurance

The 10-Year Treasury Just Hit 5%. Here’s What That Means for Annuity Rates

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways The 10-year Treasury yield rose above 5% this…

Marc GilmanSeptember 15, 2026

Annuity Insurance Retirement Retirement Income

Is Annuity Income Considered Social Security or Earned Income?

By Marc Gilman Questions? Call (800) 927-9326 or email marc@gilmanagency.com Key Takeaways Annuity income is not earned income, and it…

Marc GilmanSeptember 12, 2026

Annuity Estate Planning Insurance Medicaid Retirement

When Long-Term Care Insurance Isn’t Enough: How Medicaid-Compliant Annuities Protect a Spouse

By Marc GilmanQuestions? Call (800) 927-9326 or email marc@gilmanagency.comKey TakeawaysLong-term care insurance is the right first line of defense for…

Marc GilmanSeptember 9, 2026