Education

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401(k)

Can I rollover my 401(k)?

Can I rollover my IRA?

How do I rollover my 401(k)?

How do I rollover my IRA?

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What are Annuities?

How do Annuities work?

What is a Fixed Annuity?

What are Fixed Indexed Annuities?

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What are Annuity Crediting Methods?

What are my Annuity Payout Options?

What is a Fixed Account?

What is an Index Account?

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What is an Immediate Annuity?

When can I retire?

Protected Money?

Non Protected Money?

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Choices for IRA's

Traditional IRA's

ROTH IRA's

SEP IRA's

Roth IRA Conversion

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Start a Retirement Plan today!

Annuity

Roth IRA

SEP IRA

IRA

Cash

Financial Education in Maryland, Washington D.C. and Virginia

I strive to take complex financial products and decipher all of the complex terminology in simple plain working man english. As a Veteran, there could be an expletive in there but you will understand.

Maryland Annuity Resource offers free Annuity and Retirement Account education for residents living in Maryland, Washington D.C. and Virginia. There are many concepts and strategies to use to get ahead of the curve when it comes to retirement income. Annuities are one of those and we will continue to post questions and pages to help keep you informed as the economy and market changes.

We hope you enjoy all of these questions and answers we provide in plain english but if you have a specific question, please let us know and we can create a page just for your question and maybe even a video. You are important to us and we look forward to working together.

If you don’t know, you don’t know and that is the main driving factor with this website so you will know. We know what Annuities will do. We also know that if you plan and research, you will achieve financial freedom by creating an income stream that you cannot outlive. As with other Retirement accounts with complex investments as their underlying investment, there is a strong possibility for loss of principal or gains. We understand if you want to take unlimited risk, but with unlimited risk comes unlimited loss potential. We believe that Annuities are considered safe investments through a highly rated insurance company up to a certain dollar limit. Explore the site and we hope you learn something. We are not selling anything but if you select us for your purchase of an Annuity or Retirement product, we would be happy to help you. Enjoy.

For specific information about certain products and features, please call or email

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What is IUL?

growing piggy banks medium

What is Annuity Laddering Strategy?

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What is an IRA?

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What is a Qualified Plan?

What is a Non-Qualified Plan?

What is a 401K?

What are Annuities?

Retirement Account Videos

Protected and Non Protected Money

Fraud Alert for Seniors

401(k) IRA Rollover Chart

large annuity

What is an Annuity?

Annuities are insurance contracts that offer compounding of interest…

What is a Fixed Indexed Annuity?

Fixed Indexed Annuities are Annuities with two accounts inside…

What is a Fixed Annuity?

Fixed Annuities pay fixed interest rates for a set period of…

What is an Immediate Annuity?

An Immediate Annuity is an insurance contract between you and…

Can I exchange my Annuity?

An Annuity Exchange is a 1035 Exchange where you trade one annuity…

What is a SEP IRA?

A simplified employee pension plan that is a qualified plan as…

What is a 401(k)?

A 401(k) is an employer sponsored retirement contribution pl…

Can I Rollover my IRA?

See our IRA Rollover chart and pick your new IRA.

What is Compounding?

Compounding is the financial concept that ..............

What is a Qualified Retirement Plan?

A retirement plan that is in accordance with IRS regulations…

What is Annuity Laddering Strategies?

Starting Annuities with different terms to always have access…

What is Triple Interest Crediting?

Interest on Principle, Interest on Interest, Interest on earnings…

What is a Non Qualified Retirement Plan?

A Non Qualified Retirement Plan is a Retirement plan started…

Retirement Account Videos

What our video series of Retirement Accounts

Annuity Resource Videos

Watch our whole video series on Annuities.

What is Indexed Universal Life Insurance?

IUL is a form of Life Insurance that has a unique cash accumulation…

What is Bucket Methodology?

Bucket Methodology is creating income buckets with different…
retirement planning

When can I retire?

You can retire sooner than you think with Annuity Income Rid…

What is Protected Money and Non Protected Money?

Protect your money with Safe Money strategies at Maryland Annuity…

What is the rule of 100?

The Rule of 100 is................?

Senior Annuity Alert

Special Alert for Seniors from the State of Maryland.

Can I create a Personal Pension?

Yes you can, through Annuities and IRA's you can create your…
large annuity

How do Annuities work?

Annuities are insurance contract between you and an insurance…

What is Social Security?

Social Security is a government program that you pay into to…

How do I rollover my IRA?

See our Rollover guide to Rollover your IRA!

Can I rollover my 401(k)?

See our Rollover Chart to see if you can rollover your 401(k…

What is a Roth IRA?

A Roth IRA is a retirement account that enables you to receive…

IUL VS. 529 Plan

See the pros and cons of the 529 Plan and options for Indexed…

Annuity GLWB Income Rider

Annuity Income GLWB Riders for Fixed Indexed Annuities in Maryland,…

IRA Rollover

IRA Rollover options and choices in Maryland, Washington D.C.…

401(k) Rollover

401(k) Rollover rules and services in Maryland, Washington D.C.…

TSA 403(b)

403(b) TSA Tax Sheltered Annuity options and choices in Maryland,…

ROTH IRA

Tax Free Retirement Income with a Roth IRA in Maryland, Washington…

IRA

IRA options and choices in Maryland, Washington D.C. and Vir…

401(k)

401(k) Rollover Rules, Options and Choices in Maryland, Washington…

SEP IRA

Simplified Employee Pension plans SEP IRA's in Maryland, Washington…