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Savings & Wealth

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What is an annuity? A complete guide for beginners

What is an annuity? A complete guide for beginners

Discover what an annuity is and how it can provide a steady income stream. Learn about different types & how they can help you achieve your financial goals.

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Short-Term Saving Goals: Strategies and Examples

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What’s a no-penalty CD, and how does it work?

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What are your 403(b) rollover options?

What are your 403(b) rollover options?

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What is the penalty for early withdrawal of a CD?

What is the penalty for early withdrawal of a CD?

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What is considered wealthy in retirement, & how much net worth do you need?

What is considered wealthy in retirement, & how much net worth do you need?

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The pros and cons of having an IRA CD vs. an annuity

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Do you pay taxes on CD interest? Guide to the after-tax return

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 Can You Add Money To a CD? A Guide to Add-on CDs

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Brokered CDs vs. bank CDs: What’s the difference?

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Annuities 101

Average Annuity Return: What It Is and What to Expect Before You Buy

Learn what the average annuity return is, how it’s calculated, and what affects guaranteed returns.

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2026-01-30
Annuities 101

Buy An Annuity at Age 40: Is It The Right Move?

Learn with Gainbridge when buying an annuity at age 40 makes sense, key benefits, and when to wait.

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2026-01-30
Insurance

Qualified Joint and Survivor Annuity: What It Is and How It Works

Explore Gainbridge’s guide to qualified joint and survivor annuities (QJSAs), including 50% and 100% payout options and benefits.

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2026-01-29
Annuities 101

Are Annuities Protected in a Divorce?

Learn how annuities are treated in a divorce and how Gainbridge helps protect your financial future. Discover what determines annuity ownership, and how to preserve long-term stability.

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Annuities 101

Gifting an Annuity to a Family Member: Rules and Tax Implications

Learn with Gainbridge how gifting an annuity to a family member works, what taxes apply, and how to avoid costly mistakes.

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Annuities 101

Private Annuity Guide: Estate and Retirement Planning

Learn with Gainbridge what a private annuity is — explore mechanics, tax treatment, and more.

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2026-01-29
Annuities 101

Transferring an Annuity to a Trust: Steps and Considerations

Discover with Gainbridge the process of transferring an annuity to trust, when to do it, and the tax implications.

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