LIVE RATES
SPIA · age 65 · $100k → $625/mo MYGA 5-yr 6.30% MYGA 3-yr 6.00% Fixed-index cap 9.25% Deferred · age 60→70 · $100k → $1,180/mo 10-yr Treasury 4.21%
The Annuity Ledger
Grounded math · Plain English · Independent
THE ANNUITY, LINE BY LINE

What it really pays.
What it really costs.

Every annuity is a trade: a lump sum today for income later. We show you the math on both sides of the ledger — the payout, the fees, the surrender charges, and the guarantee you're actually buying — in plain English, without the sales pitch.

Rates & analysis current as of August 2026
Immediate Annuity — Sample $100,000
Buy at age 60$530 / mo
Buy at age 65$625 / mo
Buy at age 70$750 / mo
Buy at age 75$920 / mo
Buying at 75 instead of 60 raises the monthly income ~74% — but you forgo 15 years of payments. That trade is the whole decision.
ON THE RECORD

The three lines the brochure leaves off.

01Surrender charges

Access your money early and a schedule bites — one retiree paid $6,800 to touch $24,000. We publish the schedules.

02"Guaranteed" ≠ your money

The guarantee is often on an income base, not your account value. Different number. We show which is which.

03The commission

Who gets paid what when you sign — and how it steers the recommendation you're handed.