Best Annuities for People Nearing Retirement — Best annuity for people nearing retirement | Patriot Plans
🇺🇸 Free Expert Advice (877) PATRIOT
Annuities · People Nearing Retirement

best annuity for people nearing retirement

If you are 5-10 years from retirement, a fixed indexed annuity provides principal protection and market-linked growth during the accumulation phase. An income rider provides guaranteed lifetime income...

best annuity for people nearing retirement

If you are 5-10 years from retirement, a fixed indexed annuity provides principal protection and market-linked growth during the accumulation phase. An income rider provides guaranteed lifetime income at retirement.

What You Need to Know

  • 5-10 years from retirement: fixed indexed annuity for accumulation and income planning
  • Principal protection: cannot lose money due to market declines
  • Income rider: guaranteed lifetime income at retirement
  • Accumulation phase: market-linked growth with 0% floor
  • An independent agent can help you evaluate annuity options for your retirement timeline

Why Patriot Plans for People Nearing Retirement?

Patriot Plans is 100% independent — we work for you, not the insurance companies. We've helped 400,000+ families find the right coverage, including thousands of people nearing retirement. Our licensed agents understand the unique needs of your situation and can identify the carrier and plan that's right for you.

Ready to Find the Best Coverage for Your Situation?

Patriot Plans is 100% independent. We compare plans from vetted carriers and find the one that's right for people nearing retirement.