Education

Annuity Guides &
Plain-English Education

No jargon, no sales pitch. Everything you need to understand fixed annuities, compare rates, and make confident decisions about your retirement.

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Education

5 Annuity Myths That Cost New Jersey Retirees Real Money

The most common misconceptions about annuities — debunked. If you have avoided annuities based on things you have heard, this is worth reading.

Income

How Annuities Create Guaranteed Lifetime Income

How annuities create income you cannot outlive. The only private product that guarantees a paycheck for life — explained simply.

Education

Do Annuities Have Hidden Fees? Here Is the Truth.

The truth about annuity fees — which types have them, which do not, and what you are actually paying for.

Long Term Care

Using an Annuity to Fund Long Term Care in New Jersey

How hybrid LTC annuities work in New Jersey. Turn $100,000 into $300,000 of long term care coverage without ongoing premiums.

Education

Annuity Tax Benefits in New Jersey — What You Need to Know

How annuities are taxed in New Jersey — federal deferral, NJ state income tax rules, IRA vs. non-qualified accounts, and what changes at retirement.

Rates

Best MYGA Rates in New Jersey — June 2026

The top Multi-Year Guaranteed Annuity rates available to New Jersey residents right now, ranked by term. Updated June 2026.

Education

FIA vs. MYGA — Which Fixed Annuity Is Right for You?

Comparing Fixed Indexed Annuities and Multi-Year Guaranteed Annuities. Which one fits your retirement goals? A plain-English breakdown.

FIAs

Fixed Indexed Annuities Explained in Plain English

What is a fixed indexed annuity and how does it work? A plain-English guide with real examples — no jargon, no sales pitch.

Retirement Planning

How Much Money Do You Actually Need to Retire in New Jersey?

New Jersey is one of the most expensive states to retire in. Here is a realistic look at what retirement actually costs — and how to make your money last.

MYGAs

MYGA vs. CD: Which Earns More in New Jersey Right Now?

Comparing Multi-Year Guaranteed Annuities to bank CDs for New Jersey savers. Rates, taxes, liquidity — the full breakdown.

Education

How New Jersey Protects Your Annuity If an Insurer Fails

What the New Jersey Life and Health Insurance Guaranty Association covers — and how it protects annuity owners if an insurance company becomes insolvent.

MYGAs

Should You Roll Your CD Into an Annuity When It Matures?

Your CD is maturing and rates may drop. Here is how to compare rolling into a new CD versus moving to a MYGA — and when the annuity wins.

Income

What Is a SPIA and Is It Right for Your Retirement?

Single Premium Immediate Annuities explained — how they create instant lifetime income, what they pay in New Jersey, and when they make sense.

MYGAs

What Happens When Your Annuity Matures?

Your MYGA is approaching its maturity date. Here is exactly what happens, what your options are, and how to avoid the most common mistakes.

Education

What Is an AM Best Rating and Why Does It Matter for Your Annuity?

AM Best ratings explained for annuity buyers. What A++, A, B++, and B mean — and how to use them when shopping for a fixed annuity.