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Annuity

The Appeal of Indexed Annuities

Feb 24, 2014

The upside potential and downside protection of indexed annuities continue to appeal to investors, and in 2004 fueled sales that...

Equity Index Annuities

Feb 24, 2014

As you well know your investments or savings cannot simply stand still in very low yielding vehicles. Sooner or later you begin to eat away...

Supercharge Your Savings Account

Feb 24, 2014

"Let me tell you about the very rich," F. Scott Fitzgerald once said. "They are very different from you and me." Ernest Hemingway...

Grow Funds Tax Deferred with a Fixed Annuity

Feb 24, 2014

A Fixed Annuity is a contract between you and an insurance company. In exchange for a deposit, known as a current premium, your insurer...

Traditional Financial Planning Misconceptions

Feb 24, 2014

What if everything you had always been told about retirement planning, investing and mortgages were not true, when would you want to know...

Private Annuity Trust: Sell Appreciated Assets while Deferring Income Taxes and Avoiding Estate Taxes

Feb 24, 2014

In the right circumstances, few if any financial planning strategies can generate the combined benefits of the Private Annuity Trust. The...

Annuities: A Seller's Dream Come True

Feb 24, 2014

No, not for you, but for those who sell them! Annuities may reward the salesperson handsomely, impose hefty annual fees, lock a...

Immediate Annuities

Feb 24, 2014

As a refresher: the immediate annuity is a contract issued by an insurance company that takes a lump sum of money and guarantees a monthly...

16 Features and Benefits of Fixed Annuities

Feb 24, 2014

Deferred Fixed Annuities: Per Section 72 of the Internal Revenue Code, if you are not currently spending it anyway, the deferred earnings...

Variable Annuities: Are They Now Too Cheap?

Feb 24, 2014

I was never a big fan of Variable Annuities until a few years ago when I learned of the relatively new "living benefits" that had become...

Annuities: A Retirement Planning Tool to Consider

Feb 24, 2014

When it comes to deferring taxes, people normally think of retirement accounts like 401(k)s, Keoghs, SEPs, and IRAs. But there's another...

Ruminations on Variable Annuities vs. Taxable Accounts

Feb 24, 2014

It appears to me that the most expensive, tax-inefficient mutual funds are generally compared to the most inexpensive annuities to make...

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