Annuities
Annuities – what they are, how they work and how to choose the best type of Annuity
Found 140 Articles.
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Avoiding the Major Rollover Mistakes
Retirement plan rollovers are in the news. Specifically, rollovers of 401(k)s and other qualified retirement plan accounts to individual retirement accounts (IRAs) have been making headlines. Last month we addressed the new fiduciary standard the Department of Labor imposed on those who work with IRAs. The rules were generated because the government disapproves of the […]
Annuity Links
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Annuities – Safe, Guaranteed Income
Protect my principal, and guarantee my income. Those are the goals of many investors today, especially those in or nearing their post-career years. Now that the equity markets no longer are rising steadily upward, investors aren’t looking for ways to match or beat the indexes. They’re looking to protect the nest eggs they’ve worked hard […]
Checklist: Variable Annuity Checklist
Should you consider making a Variable Annuity part of your portfolio? This checklist will help you decide. Be sure you have maximized contributions to IRAs, Roth IRAs, 401(k) plans, and other retirement plans. If your investment strategy is to buy and hold for a long time stocks or mutual funds, consider investing through a taxable […]
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How to Minimize Taxes on Annuity Payouts
Annuities offer several benefits when you begin receiving distributions. You receive guaranteed income that lasts for life, no matter how long you live. The insurance company takes on the risks of low investment returns and a long life. You don’t have to worry about scheduling distributions or deciding which assets to sell to raise cash. […]
Today’s Best Annuities
Things have changed since our last survey of the annuity market in August and September 2014. On pages 7 and 8 you’ll see an update of what we found are today’s best yields, distributions, or other features available in different annuity categories. We discussed each of these different types of annuities in past visits, and […]
Should Annuities Be in IRAs?
It is past time to consign to the dustbin of financial history another long-time financial rule of thumb. I hear it regularly when making presentations. People say, “I thought it never was a good idea to buy an annuity in an IRA.” That used to be reasonable advice but no longer is in many cases. […]
A Higher Return on Safe Money, Plus LTC Benefits
Most of you have a slug of “safe money” on which you’d like to earn a higher return without risking your principal. You also would like to protect your estates from long-term care expenses without the use-it-or-lose-it feature of stand-alone long-term care insurance policies. There are tools available to help you reach these goals. In […]
