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Article · 2 min
Surrender Charges on Fixed Annuities, Explained First
How surrender charges on fixed annuities work, what you can withdraw penalty-free, and how to plan around the surrender period before you sign.
Article · 2 min
Laddering Fixed Annuities: A Way to Balance Rates and Access
How a fixed annuity ladder works, why people use one, and the trade-offs to weigh before splitting money across different contract terms.
Article · 2 min
Your Annuity's Guarantee Period Is Ending. Now What?
A multi-year guaranteed annuity's term end triggers a short window to act. Here's what the options are and why the date matters.