What is the best annuity for couples? | Patriot Plans
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What is the best annuity for couples?

Couples need to plan for retirement income for both spouses. A joint and survivor annuity provides income for both spouses as long as either is alive. An independent agent can compare joint and survivor annuity options for couples.

Key Points

  • Joint and survivor annuity: provides income for both spouses
  • Income continues as long as either spouse is alive
  • Survivor benefit: typically 50%, 75%, or 100% of original income
  • An independent agent can compare joint and survivor annuity options for couples
  • Fixed indexed annuity with joint income rider: alternative option