For some investors, the capital commitment, tax treatment and complexity are enough to keep them from looking into purchasing an annuity. And or some, it isn’t a wise option, especially as a standalone product. But when combined with a Roth investing strategy, an annuity investing strategy can make a lot of sense. A recent article from ThinkAdvisor detailed the dynamic relationship between a Roth IRA and an annuity. Here’s a brief summary.
For the right client, adding a Roth IRA into an... Read More