Iowa made history in 2023: the state completely eliminated income taxes on retirement income for residents age 55 and older. That means Iowa annuity owners 55+ pay zero Iowa state income tax on withdrawals — not a reduced rate, not a partial exemption, but nothing. Des Moines, Cedar Rapids, Iowa City, and the Quad Cities now offer retirees a tax environment comparable to Florida or Nevada for retirement income specifically. Before shopping carriers, take a few minutes to understand how annuities work and which type fits your plan.

Below are today’s best MYGA rates available to Iowa residents, filtered to A-rated carriers only, updated daily.

Rates updated: April 9, 2026 Source: AnnuityRateWatch · A-rated carriers only

2-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Axonic Insurance Waypoint 2 MYGA A- 5.00%Top Rate 2 yr $100,000 10%
Oceanview Life and Annuity Harbourview 2 A 4.80% 2 yr $70,000 10%
GBU Life Asset Guard Select 2 A- 4.75% 2 yr $25,000 10%
Mass Mutual Premier Voyage 2 A++ 3.45% 2 yr $1,000,000 10%

3-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Knighthead Life Staysail 3 (Simple Interest) SI A- 5.60%Top Rate 3 yr $100,000 0%
Axonic Insurance Waypoint 3 MYGA A- 5.40% 3 yr $100,000 10%
Fidelity Security Life Insurance Company TaxVantage® Multi-Year Guaranteed Annuity 3 A 5.25% 3 yr $2,500 0%
Knighthead Life Staysail 3 With Liquidity (Simple Interest) SI A- 5.25% 3 yr $100,000 10%
Ibexis MYGA Plus 3 (Simple Interest) SI A- 5.20% 3 yr $100,000 10%
Athene IA Athene Max Rate 3 A+ 4.90% 3 yr $100,000 Interest Only
Oceanview Life and Annuity Harbourview 3 A 4.90% 3 yr $70,000 10%
Midland National Life MNL Guarantee Pro 3 A+ 4.85% 3 yr $100,000 Interest Only

4-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Oceanview Life and Annuity Harbourview 4 A 5.20%Top Rate 4 yr $70,000 10%
Oxford Life Insurance Company Multi-Select 4 A 5.10% 4 yr $20,000 10%
Clear Spring Life Preserve MYGA 4 A- 4.90% 4 yr $100,000 10%
Pacific Guardian Life Diamond Head 4 A 4.80% 4 yr $10,000 10%
GBU Life Asset Guard Select 4 A- 4.75% 4 yr $25,000 10%
Guardian Insurance & Annuity Co. Guardian Fixed Target Annuity 4 A++ 4.65% 4 yr $100,000 10%
S.USA Life Insurance Company, Inc. Select Choice® Plus 1 (4) Year Plan Base Policy MVA A- 4.55% 4 yr $100,000 0%
Corebridge Financial Corebridge Pathway Choicesm Fixed 4 Annuity GROP A 4.50% 4 yr $100,000 10%

5-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Knighthead Life Staysail 5 (Simple Interest) SI A- 6.30%Top Rate 5 yr $100,000 0%
Ibexis MYGA Plus 5 (Simple Interest) SI A- 5.75% 5 yr $100,000 10%
Knighthead Life Staysail 5 With Liquidity (Simple Interest) SI A- 5.75% 5 yr $100,000 10%
Axonic Insurance Waypoint 5 MYGA A- 5.65% 5 yr $100,000 10%
Fidelity Security Life Insurance Company TaxVantage® Multi-Year Guaranteed Annuity 5 A 5.65% 5 yr $2,500 0%
Liberty Bankers Life Heritage Elite 5 A- 5.40% 5 yr $10,000 0%
Liberty Bankers Life Heritage Premier 5 A- 5.35% 5 yr $10,000 Interest Only
Oxford Life Insurance Company Multi-Select 5 A 5.20% 5 yr $20,000 10%

6-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Oxford Life Insurance Company Multi-Select 6 A 5.55%Top Rate 6 yr $20,000 10%
Oceanview Life and Annuity Harbourview 6 A 5.50% 6 yr $70,000 10%
Clear Spring Life Preserve MYGA 6 A- 5.10% 6 yr $100,000 10%
Pacific Guardian Life Diamond Head 6 A 5.00% 6 yr $10,000 10%
Guardian Insurance & Annuity Co. Guardian Fixed Target Annuity 6 A++ 4.80% 6 yr $100,000 10%
Mass Mutual Premier Voyage 6 A++ 4.70% 6 yr $1,000,000 10%
American General Life Insurance Company American Pathway VisionMYG 6 A 4.30% 6 yr $100,000 15%
Corebridge Financial American Pathway VisionMYG 6 A 4.30% 6 yr $100,000 15%

7-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Knighthead Life Staysail 7 (Simple Interest) SI A- 6.50%Top Rate 7 yr $100,000 0%
Ibexis MYGA Plus 7 (Simple Interest) SI A- 5.95% 7 yr $100,000 10%
Knighthead Life Staysail 7 With Liquidity (Simple Interest) SI A- 5.95% 7 yr $100,000 10%
Fidelity Security Life Insurance Company TaxVantage® Multi-Year Guaranteed Annuity 7 A 5.60% 7 yr $2,500 0%
Axonic Insurance Waypoint 7 MYGA A- 5.50% 7 yr $100,000 10%
Liberty Bankers Life Heritage Elite 7 A- 5.45% 7 yr $10,000 0%
Oxford Life Insurance Company Multi-Select 7 A 5.45% 7 yr $20,000 10%
Liberty Bankers Life Heritage Premier 7 A- 5.40% 7 yr $10,000 Interest Only

8-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Oxford Life Insurance Company Multi-Select 8 A 5.20%Top Rate 8 yr $20,000 10%
Clear Spring Life Preserve MYGA 8 A- 5.10% 8 yr $100,000 10%
Pacific Guardian Life Diamond Head 8 A 5.00% 8 yr $10,000 10%
Guaranty Income Life Guaranty Rate Lock 8 A- 4.10% 8 yr $100,000 5%

9-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Liberty Bankers Life Heritage Elite 9 A- 5.50%Top Rate 9 yr $10,000 0%
Liberty Bankers Life Heritage Premier 9 A- 5.45% 9 yr $10,000 Interest Only
Liberty Bankers Life Heritage Premier Plus 9 A- 5.35% 9 yr $10,000 Interest Only
Liberty Bankers Life Heritage Classic 9 A- 5.25% 9 yr $10,000 10%
Securian Financial SecureOption Choice 9 A+ 5.20% 9 yr $500,000 10%
Clear Spring Life Preserve MYGA 9 A- 5.10% 9 yr $100,000 10%
Oxford Life Insurance Company Multi-Select 9 A 5.10% 9 yr $20,000 10%
Pacific Guardian Life Diamond Head 9 A 5.00% 9 yr $10,000 10%

10-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Oceanview Life and Annuity Harbourview 10 A 5.55%Top Rate 10 yr $70,000 10%
Axonic Insurance Waypoint 10 MYGA A- 5.50% 10 yr $100,000 10%
Royal Neighbors of America MYGA 10 Year A 5.30% 10 yr $100,000 Interest Only
Oxford Life Insurance Company Multi-Select 10 A 5.15% 10 yr $20,000 10%
American National Insurance Company Palladium MYG Annuity 10 A 5.10% 10 yr $250,000 10%
Clear Spring Life Preserve MYGA 10 A- 5.10% 10 yr $100,000 10%
Reliance Standard Life Reliance Guarantee - 10 A++ 5.10% 10 yr $20,000 10%
Pacific Guardian Life Diamond Head 10 A 5.00% 10 yr $10,000 10%

Rates shown are for informational purposes only and subject to change without notice. Only carriers rated A− or better by AM Best are included. Products marked SI use simple interest — the effective compound yield is lower than the stated rate. Minimum premiums shown are for non-qualified (after-tax) funds. Always verify current rates with a licensed annuity broker before purchasing.

Key Takeaways

  • Iowa eliminated all state income tax on retirement income for residents age 55 and older starting in 2023 — annuity withdrawals are completely state-tax-free for qualifying residents
  • Iowa’s general income tax still applies to wages and other non-retirement income — but pensions, IRAs, 401(k)s, and annuity distributions are fully exempt at 55+
  • The Iowa Insurance Division and the guaranty association protect up to $250,000 in annuity present value per person, per insurer
  • Iowa law requires a minimum 10-day free-look period for annuity contracts
  • Iowa has no state estate tax and no inheritance tax on direct-line heirs

Are Fixed Annuities a Good Investment in Iowa?

Iowa’s 2023 retirement income tax exemption fundamentally changed the calculus for annuity buyers 55 and older. Before the change, Iowa’s graduated income tax meant retirees owed state tax on every dollar of annuity income. Today, Iowa residents 55+ keep 100% of their annuity withdrawals at the state level. Your effective after-tax return on a MYGA in Iowa is simply your contract rate minus your federal tax bracket — nothing else.

Here is a concrete example: Patricia, age 62, lives in Des Moines with $200,000 to invest. She puts it in a 5-year MYGA at 5.10%. Her account grows to approximately $256,000 at maturity — a $56,000 gain. Iowa collects zero state income tax when she withdraws, at any income level. Before 2023, she would have owed Iowa taxes on every dollar of that gain. The exemption is worth approximately $2,800–$4,200 per $56,000 of withdrawal depending on her prior Iowa bracket.

For Iowa residents under 55, Iowa’s graduated income tax still applies to annuity income during working years. But the 55+ exemption is a powerful incentive to defer income inside an annuity and begin withdrawals after crossing that threshold.

Iowa Guaranty Association: How Your Annuity Is Protected

The Iowa Life and Health Insurance Guaranty Association (ILHIGA) protects Iowa policyholders if a licensed insurer becomes insolvent. Coverage is automatic — no enrollment required.

Coverage Type Iowa Protection Limit
Annuity present value $250,000 per person, per insurer
Life insurance death benefit $300,000 per person, per insurer
Life insurance cash value $100,000 per person, per insurer
Multiple policies at same insurer Combined subject to limits above

For annuity portfolios over $250,000, split across two or more A-rated carriers to keep each position within coverage limits.

Iowa Life and Health Insurance Guaranty Association
Website: iowalifega.org

How Iowa Taxes Annuity Income

Iowa residents age 55 and older pay zero Iowa state income tax on all qualifying retirement income — including IRA distributions, pension payments, and annuity withdrawals. Iowa’s graduated income tax (up to 6.00% on wages and other income) does not apply to retirement income for this age group. For residents under 55, annuity income is taxed at Iowa’s graduated rates.

Taxpayer Iowa Tax on Annuity Income
Age 55 and older 0% — fully exempt from Iowa income tax
Under age 55 (non-retirement income) Iowa graduated rates up to 6.00%
1035 Exchange No Iowa tax triggered on the exchange itself

Iowa has no state estate tax. Iowa does have an inheritance tax for transfers to non-lineal heirs (siblings, nieces, nephews, others), but transfers to a surviving spouse, children, and grandchildren are fully exempt. Annuity death benefits paid to named beneficiaries bypass probate.

Iowa Insurance Division

The Iowa Insurance Division (IID) licenses and regulates all insurance carriers and agents operating in Iowa. Verify both the carrier and your agent before purchasing an annuity.

Contact Details
Agency Iowa Insurance Division (IID)
Consumer services 515-654-6600
Toll-free 1-877-955-1212
Website iid.iowa.gov
License verification Iowa license lookup

Tips for Buying an Annuity in Iowa

  • If you’re 55 or older, your state tax on annuity income is zero: Iowa’s retirement income exemption is complete — not partial. Every dollar you withdraw from an annuity after 55 is free from Iowa state income tax. Your after-tax MYGA return equals your contract rate minus your federal bracket only.
  • Defer until 55 if you’re close: If you’re 53 or 54, a MYGA that matures after your 55th birthday means withdrawals qualify for the full exemption. Strategic deferral to cross the 55 threshold can eliminate Iowa taxes on your entire accumulated gain.
  • Iowa’s inheritance tax doesn’t apply to direct heirs: Transfers to a spouse, children, and grandchildren are exempt from Iowa’s inheritance tax. Annuity beneficiary designations bypass probate and transfer cleanly to named beneficiaries.
  • Don’t exceed $250,000 per carrier: For portfolios over $250,000, use two or more A-rated carriers to stay within guaranty protection limits.
  • Work with an independent broker: Des Moines has one of the most active independent life and annuity broker markets in the Midwest. Independent brokers compare 20+ carriers for your best available rate.
  • Use the free-look period: Iowa requires at least 10 days to review and cancel any annuity contract for a full premium refund.

Frequently Asked Questions

Does Iowa tax annuity income?

Not for residents age 55 and older. Iowa eliminated state income tax on all qualifying retirement income — including IRA distributions, pension payments, and annuity withdrawals — for residents 55 and older starting in 2023. For residents under 55, Iowa’s graduated income tax applies at rates up to 6.00%.

What is the best annuity rate in Iowa today?

The best MYGA rates available to Iowa residents from A-rated carriers range from approximately 4.50%–5.50% depending on the term as of early 2026. See the live rate table above for current figures updated daily.

How much does the Iowa Guaranty Association cover?

The Iowa Life and Health Insurance Guaranty Association protects up to $250,000 in annuity present value per person, per insurance company. For investments over $250,000, spread across multiple A-rated carriers.

When did Iowa stop taxing retirement income?

Iowa’s retirement income tax exemption took effect for tax year 2023. Under the law, Iowa residents age 55 and older pay zero Iowa state income tax on all qualifying retirement income, including pensions, IRA distributions, 401(k) withdrawals, and annuity payments.

Does Iowa have an estate or inheritance tax?

Iowa has no state estate tax. Iowa does have an inheritance tax, but transfers to a surviving spouse, children, grandchildren, and parents are fully exempt. Only transfers to more distant heirs (siblings, cousins, non-relatives) face Iowa inheritance tax. Annuity death benefits paid to named beneficiaries bypass probate entirely.

What is the free-look period for annuities in Iowa?

Iowa requires a minimum 10-day free-look period. You can return the contract for a full refund of premium within that window.

Who regulates annuities in Iowa?

The Iowa Insurance Division (IID) licenses and regulates all carriers and agents. Verify licenses at iid.iowa.gov or call 1-877-955-1212.

AJ
Written & edited by AnnuityJournal Editorial Team Independent Financial Media
EB
Reviewed by Editorial Board AnnuityJournal.org

Research and methodology

AnnuityJournal.org sources rate data from AnnuityRateWatch, which surveys MYGA offerings from insurance carriers that continually offer competitive rates. We monitor rates daily across all available terms (2–10 years).

To identify the best rates, we evaluate carriers on: credited interest rate, AM Best financial strength rating, minimum premium requirement, surrender charge schedule, and free withdrawal provisions. Only carriers rated A- or better by AM Best are included.

Rates are updated every 6 hours. Rate availability varies by state — not all products are approved in every state. Always verify current rates directly with a licensed insurance professional before purchasing.

Rate Data Disclosure: Rate data sourced from AnnuityRateWatch, updated every 6 hours. AnnuityJournal.org is an independent publication — we do not sell annuities. Rates are from A-rated carriers (AM Best A-, A, A+, A++) only. Verify current rates with a licensed professional before purchasing.