[aj_hero title=”Best Annuity Rates in North Dakota (2026)” breadcrumb=”Rates / North Dakota”]

North Dakota has one of the lowest state income tax burdens in the country for retirees. In 2023, the state restructured its income tax to two very low brackets – 1.95% and 2.5% – making North Dakota’s top rate lower than all but a handful of states. On top of that, North Dakota has fully exempted Social Security income from state income tax. For retirees building guaranteed income from savings, a fixed annuity in North Dakota delivers strong after-tax returns in a low-tax environment.

The rate table below shows today’s best MYGA rates available to North Dakota residents from A-rated carriers, updated daily.

Rates updated: May 31, 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%
GBU Life Asset Guard Select 2 A- 4.95% 2 yr $25,000 10%
Oceanview Life and Annuity Harbourview 2 A 4.95% 2 yr $70,000 10%
Mass Mutual Premier Voyage 2 A++ 4.05% 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- 5.45% 3 yr $100,000 10%
Ibexis MYGA Plus 3 (Simple Interest) SI A- 5.40% 3 yr $100,000 10%
Knighthead Life Staysail 3 With Liquidity (Simple Interest) SI 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%
Athene IA Athene Max Rate 3 A+ 5.10% 3 yr $100,000 Interest Only
Midland National Life MNL Guarantee Pro 3 A+ 5.05% 3 yr $100,000 Interest Only
Oceanview Life and Annuity Harbourview 3 A 5.05% 3 yr $70,000 10%

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- 5.05% 4 yr $100,000 10%
GBU Life Asset Guard Select 4 A- 4.95% 4 yr $25,000 10%
Mass Mutual Premier Voyage 4 A++ 4.90% 4 yr $1,000,000 10%
Corebridge Financial Corebridge Pathway Choicesm Fixed 4 Annuity A 4.80% 4 yr $100,000 10%
Mass Mutual Stable Voyage 4 A++ 4.80% 4 yr $100,000 10%
American General Life Insurance Company American Pathway VisionMYG 4 A 4.65% 4 yr $100,000 15%

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- 5.90% 5 yr $100,000 10%
Knighthead Life Staysail 5 With Liquidity (Simple Interest) SI A- 5.90% 5 yr $100,000 10%
Axonic Insurance Waypoint 5 MYGA A- 5.70% 5 yr $100,000 10%
Fidelity Security Life Insurance Company TaxVantage® Multi-Year Guaranteed Annuity 5 A 5.65% 5 yr $2,500 0%
Americo Platinum Assure 5 A 5.45% 5 yr $25,000 5%
Athene IA Athene Max Rate 5 A+ 5.40% 5 yr $100,000 Interest Only
Liberty Bankers Life Heritage Elite 5 A- 5.40% 5 yr $10,000 0%

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- 5.25% 6 yr $100,000 10%
Mass Mutual Premier Voyage 6 A++ 5.15% 6 yr $1,000,000 10%
Guardian Insurance & Annuity Co. Guardian Fixed Target Annuity 6 A++ 4.80% 6 yr $100,000 10%
American General Life Insurance Company American Pathway VisionMYG 6 A 4.65% 6 yr $100,000 15%
Corebridge Financial American Pathway VisionMYG 6 A 4.45% 6 yr $100,000 15%
Guaranty Income Life Guaranty Rate Lock 6 A- 4.10% 6 yr $100,000 5%

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- 6.15% 7 yr $100,000 10%
Knighthead Life Staysail 7 With Liquidity (Simple Interest) SI A- 6.15% 7 yr $100,000 10%
Fidelity Security Life Insurance Company TaxVantage® Multi-Year Guaranteed Annuity 7 A 5.60% 7 yr $2,500 0%
Americo Platinum Assure 7 A 5.50% 7 yr $25,000 5%
Aspida Synergy Choice 7 A- 5.50% 7 yr $100,000 0%
Athene IA Athene Max Rate 7 A+ 5.50% 7 yr $100,000 Interest Only
Axonic Insurance Waypoint 7 MYGA A- 5.50% 7 yr $100,000 10%

8-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Clear Spring Life Preserve MYGA 8 A- 5.25%Top Rate 8 yr $100,000 10%
Oxford Life Insurance Company Multi-Select 8 A 5.20% 8 yr $20,000 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
Clear Spring Life Preserve MYGA 9 A- 5.25% 9 yr $100,000 10%
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%
Oxford Life Insurance Company Multi-Select 9 A 5.10% 9 yr $20,000 10%
Guaranty Income Life Guaranty Rate Lock 9 A- 4.10% 9 yr $100,000 5%

10-Year MYGA Rates

CarrierProductAM Best RateTermMin PremiumFree Withdrawal
Oceanview Life and Annuity Harbourview 10 A 5.65%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 5.50% 10 yr $100,000 Interest Only
American National Insurance Company Palladium MYG Annuity 10 A 5.30% 10 yr $250,000 10%
Reliance Standard Life Reliance Guarantee - 10 A++ 5.30% 10 yr $20,000 10%
Clear Spring Life Preserve MYGA 10 A- 5.25% 10 yr $100,000 10%
Oxford Life Insurance Company Multi-Select 10 A 5.15% 10 yr $20,000 10%
American General Life Insurance Company American Pathway VisionMYG 10 A 5.00% 10 yr $100,000 15%

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

  • North Dakota’s income tax is among the lowest in the country: 1.95% on income up to $44,725 and 2.5% on income above that for single filers (2026 approximation). Most retirees pay only 1.95% on annuity withdrawals.
  • North Dakota fully exempts Social Security income from state income tax, further reducing the total state tax burden on retirees.
  • The North Dakota Life and Health Insurance Guaranty Association protects annuity values up to $250,000 per person, per insurer if a licensed carrier becomes insolvent.
  • North Dakota has no estate tax and no inheritance tax. Annuity death benefits pass directly to named beneficiaries outside of probate.
  • North Dakota requires a minimum 10-day free-look period on all annuity contracts.

Are Fixed Annuities a Good Choice in North Dakota?

North Dakota’s combination of very low income tax rates, Social Security exemption, and no estate tax makes it one of the more favorable states in the Upper Midwest for retirees who hold fixed annuities. The state income tax on annuity withdrawals is so low – 1.95% for most retirees – that the effective cost of state taxation is minimal compared to the guaranteed growth advantage of a MYGA over bank deposits.

Consider Helen, age 67, in Fargo. She has $180,000 in a savings account earning 3.20%. She moves it into a 5-year MYGA at 5.15%. At maturity, her account reaches approximately $231,637 – a guaranteed gain of $51,637 with no market risk. When Helen begins withdrawals, North Dakota taxes those withdrawals at only 1.95% (assuming her total income stays below the upper bracket). On $51,637 of gains, she owes approximately $1,007 in North Dakota state income tax over the life of the annuity. Compare that to a state with a 6% income tax, where the same gain would cost $3,098 in state taxes. North Dakota’s low-rate environment is a genuine and quantifiable advantage.

North Dakota has no estate tax and no inheritance tax. Named annuity beneficiaries receive the contract value outside of probate with no North Dakota state transfer tax.

North Dakota Guaranty Association: How Your Annuity Is Protected

The North Dakota Life and Health Insurance Guaranty Association protects North Dakota policyholders if a licensed insurance carrier becomes insolvent. Coverage is automatic – no separate enrollment and no additional cost.

Coverage Type North Dakota 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 the limits above

For investments over $250,000, divide funds across multiple A-rated carriers. Each insurer has its own separate $250,000 protection limit under the North Dakota guaranty system.

North Dakota Life and Health Insurance Guaranty Association
Website: ndiga.com

How North Dakota Taxes Annuity Income

North Dakota taxes income at two very low brackets: 1.95% and 2.5%. Social Security income is fully exempt from state tax. Most retirees with moderate annuity withdrawals will stay within the 1.95% bracket, making North Dakota one of the most tax-favorable states for annuity owners.

Annuity Type North Dakota Tax Treatment State Rate
Non-qualified (after-tax funds) Gain portion taxed at North Dakota income tax rates 1.95% or 2.5%
Qualified (IRA / 401(k) rollover) 100% of each distribution taxable at North Dakota rates 1.95% or 2.5%
Social Security income Fully exempt from North Dakota state income tax 0%
Roth IRA annuity Qualified distributions are fully tax-free at federal and state level 0%
1035 Exchange No state or federal tax triggered on the exchange itself N/A

North Dakota’s 1.95% bracket applies to taxable income up to approximately $44,725 for single filers and $74,750 for married filing jointly (2026 approximation). The 2.5% rate applies above those thresholds. For most retirees with moderate annuity income, the effective North Dakota income tax on withdrawals is under 2% – genuinely low by any state comparison. Withdrawals before age 59½ still trigger the 10% federal early withdrawal penalty and federal ordinary income tax on the gain, in addition to the modest North Dakota state rate.

North Dakota Insurance Department

The North Dakota Insurance Department licenses and regulates all insurance carriers and agents operating in North Dakota. Before buying any annuity, verify that the carrier is licensed in North Dakota and your agent holds an active North Dakota life insurance license.

Contact Details
Agency North Dakota Insurance Department
Consumer helpline 1-800-247-0560
Website insurance.nd.gov
License lookup Available at insurance.nd.gov

Tips for Buying an Annuity in North Dakota

  • North Dakota’s low rates make longer MYGA terms very attractive: Because state taxes on withdrawals are so low, the main optimization in North Dakota is capturing the highest rate for the longest term you can commit to. A 7-year MYGA at 5.10% beats a 5-year MYGA at 5.25% in most scenarios when factoring in reinvestment risk at maturity.
  • Social Security exemption simplifies income planning: With Social Security off the taxable income table, most North Dakota retirees’ only taxable income is from annuity withdrawals and private pensions. This makes bracket management straightforward.
  • Use an independent broker to compare the national field: Not every national MYGA carrier is licensed in North Dakota. An independent broker who works regularly in the state knows which carriers offer the best rates with North Dakota product approval.
  • Keep individual carrier exposure under $250,000: Even in a low-tax, low-cost state, guaranty fund limits matter for large balances. Divide investments over $250,000 across multiple A-rated carriers.
  • Review the contract during the 10-day free-look: North Dakota requires 10 days. Read the full surrender charge schedule and confirm the annual free-withdrawal provision before the window closes.

Frequently Asked Questions

Does North Dakota tax annuity income?

Yes, but at very low rates. North Dakota taxes annuity withdrawals at its state income tax rates: 1.95% on income up to approximately $44,725 (single filers) and 2.5% on income above that threshold. Social Security income is fully exempt from North Dakota state income tax. For most retirees, the effective North Dakota state tax on annuity withdrawals is under 2% – among the lowest in the country.

What is the best annuity rate in North Dakota right now?

As of 2026, the best MYGA rates available to North Dakota residents from A-rated carriers range from approximately 4.50% to 5.50% depending on term. Five-year terms typically offer the strongest rates for most buyers. The rate table above shows current figures updated daily.

How much does the North Dakota Guaranty Association cover?

The North Dakota 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, divide funds across multiple A-rated carriers to maximize guaranty fund protection at each insurer.

Who regulates annuities in North Dakota?

The North Dakota Insurance Department licenses and regulates all insurance carriers and agents in North Dakota. Verify carrier and agent licenses at insurance.nd.gov or by calling 1-800-247-0560.

Is there an inheritance or estate tax on annuities in North Dakota?

No. North Dakota has no estate tax and no inheritance tax. Named annuity beneficiaries receive the full contract value outside of probate with no North Dakota state-level transfer tax. Federal estate tax rules apply if the total estate exceeds the federal exemption threshold (over $13 million per individual as of 2026), but the vast majority of North Dakota retirees are not affected.

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.