Annuities

Annuities May Not Be Right For You

Annuities are not a solution for all financial concerns.  They are products that may offer greater confidence for those worried about outliving their retirement assets.  But that confidence comes at a cost.   Let’s start by examining variable annuities.  A variable annuity is a financial contract that creates a long term, tax-deferred investment vehicle.  The …

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Are Annuities the Only Answer?

No, absolutely not.    You might consider a high quality commercial Real Estate Investment Trust (REIT).   “WAIT!   I heard on the news that commercial real estate is in jeopardy.  Why on earth would I invest in commercial real estate today?”   Because many commercial real estate loans are set to adjust to higher rates …

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Using Annuities to Generate Retirement Income

  An annuity is a contract between an investor and an insurance company in which the insurance company promises to make payments to the investor either immediately or at a future time. An immediate annuity, as its name suggests, offers payments that start immediately. With a deferred annuity, payments are delayed to a future date. …

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Annuities May Help Make your Income Last a Lifetime

With demographic trends pushing the length of retirement to 25 or 30 years and beyond, it’s important to create a retirement investment strategy that generates an income stream that you won’t outlive. If you’re looking for an investment vehicle that promises a guaranteed, lifetime income stream, then you may want to consider annuities. Simply put, …

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