Lottery

Lottery

Feb 20, 2025

4 min

Are Lotteries Structured Settlements?

If you have a lottery and/or structured settlement, it’s important to understand the key differences, their legal treatment, and other important financial considerations for recipients....

Lottery, Structured Settlements

excited couple with lottery tickets ID 487361187

Dec 1, 2021

9 min

JGW

What to Do if You Win the Lottery

When a person wins the lottery, there are two choices on how to receive the payout in most states: A lump sum payout, or receiving fixed annual payments from an annuity account....

Lottery

excited couple who has won the lottery

Nov 16, 2021

5 min

JGW

Lottery Payout Options – Mega Millions & More!

Winning the lottery, a sweepstakes, or a casino jackpot prize is a life changing experience. For many people, there are more lottery payout options available to them. Which is better?...

Lottery

Financial Education

U.S. Treasury Check And Social Security Card

Jul 30, 2025

10 min

Can I Collect Social Security and an Annuity?

The interaction between these two income sources involves important considerations regarding taxes, timing, and overall retirement planning strategy....

Annuities

Senior couple, meeting and investment with a financial advisor

Jul 29, 2025

7 min

How Much Does an Annuity Cost?

Let’s break down everything you need to know about annuity costs, from initial purchase requirements to ongoing fees and hidden charges....

Annuities

Jul 25, 2025

11 min

Annuity Surrender Periods Explained

These predetermined timeframes during which early withdrawals incur substantial penalties can significantly impact your financial flexibility and retirement planning strategies....

Annuities

woman looking into distance

Jul 25, 2025

8 min

Are Annuity Death Benefits Taxable

Let’s explore the complex tax treatment of annuity death benefits....

Annuities

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