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The Annuity Expert is an online annuity broker, insurance agency, and retirement planner. Our financial advisors and insurance agents help teach you everything you need to know to make a confident decision. Use our Learning Labs as a starting point, and then contact us for free help and quotes.
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We’ve been helping consumers with personal finance solutions since 2009.
We educate millions of Americans about annuities, insurance, and personal finance.
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1,000+ products from the nation’s top insurance providers.
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Use our financial tools to make informed decisions about annuities, investments, insurance, and retirement. Our accurate tools combine expert knowledge, industry-standard formulas, and current economic trends to provide the resources you need for a secure financial future. Please take advantage of our calculators to maximize your finances.
Annuity Calculator
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Retirement Calculator
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Latest Posts
Latest Annuity Post
Are Indexed Annuities Fixed or Variable?
Are Indexed Annuities Fixed or Variable? Indexed annuities are a combination of both fixed and variable features. Fixed index annuities (FIAs) offer a guaranteed minimum interest rate, much like a traditional fixed annuity or CD, but the opportunity for growth is tied to the performance of a stock m
Latest Retirement Post
Understanding The 2025 Social Security COLA Increase
What is the COLA Increase? The Social Security Administration (SSA) recently announced a 2.5% Cost of Living Adjustment (COLA) for next year. While this increase is below the average 2.6% adjustment over the past decade, it is an essential update for many retirees relying on Social Security for a st
Latest Insurance Post
Are Accelerated Benefits Taxable?
Are Accelerated Benefits Taxable? Accelerated benefits, also known as living benefits, are payouts from a life insurance policy made to the insured before death, often used to cover medical or long-term care expenses. Whether these benefits are taxable depends on the specific circumstances and usage
Latest Investing Post
Taxable Vs. Tax Deferred Vs. Tax-Free Investment Calculator
Taxable vs. Tax-Deferred Calculator When you invest money, there are three main types to consider: taxable, tax-deferred, and tax-free. Taxable investments mean you pay taxes on the money you make each year. This includes things like earnings from stocks or interest from a CD. Tax-deferred is when y
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