What is the difference between a fixed annuity and an indexed annuity? | Patriot Plans
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Annuities

What is the difference between a fixed annuity and an indexed annuity?

Fixed annuity (MYGA): guaranteed rate, certainty. Indexed annuity (FIA): market-linked with 0% floor, potential for higher returns. Neither is a direct stock market investment. Indexed annuity cap rates August 2026: up to 10.50% on 5–7 year terms. Fixed annuity rates August 2026: 5.00–6.25% from A-rated carriers.

Key Points

  • Fixed annuity: guaranteed rate, certainty, no market exposure
  • Indexed annuity: market-linked with 0% floor, potential for higher returns
  • Neither is a direct stock market investment — you don't own shares
  • Indexed annuity cap rates August 2026: up to 10.50% on 5–7 year terms
  • Fixed annuity rates August 2026: 5.00–6.25% from A-rated carriers
  • Indexed annuities typically have longer surrender periods than fixed annuities