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Retirement

How Much Income Will a $250k Annuity Pay Per Month?

Many clients come to us with a retirement account, like a 401k or IRA, and they need to make that money last. Today, we’re tackling a common example: how much income would a $250,000 annuity pay per month?

Patty Helps Client Transfer 401(k) to a Fixed Index Annuity

June is Annuity Awareness Month, and we are continuing our annuity-focused content with a special case study from agent Patty Gogerty.

Annuity Do’s and Don’ts for Retirement Planning

If you’re considering a 401(k) rollover or transitioning from a bank CD, here are some important annuity dos and don’ts for baby boomers.

Estimate Your Total Premiums with the 2022 Medicare Cost Worksheet

We’ve updated our Medicare Cost Worksheet to help you calculate your total costs for insurance in retirement. Compare costs for Medicare Supplement plans, determine if your income will trigger a premium adjustment, and create a complete Medicare action plan.

New to Medicare? Get the Turning 65 Checklist

If you’re searching for what to do before turning 65 – or, you’re thinking, “I’m 65… now what?” – this Medicare checklist is for you.

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Meet Our Agents

Janet Johnson

Janet Johnson

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Disclaimer: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.