Our series of real world scenarios continues. A bank executive talked my 90-year-old mother-in-law into purchasing an annuity to increase her yield from a CD. Is this a mistake (considering her advanced age), or was it a good move to avoid probate in the case …
The next entry in our series of Real World Scenarios: What are the primary differences between mutual funds and variable annuities? Annuities and mutual funds can each play an important part in a financial plan. However, they are different products, designed to meet different needs …
According to Matthew Sturdevant of The Hartford Courant, “Indexed Annuities (are) a Perfect Investment During (the) Recession.” His interview with Dana Pederson of Phoenix Cos. explains why equity indexed annuities are so important for investors and so popular right now. An indexed annuity is almost …
In Money Magazine’s Ask the Expert section, Walter Updegrave advises a couple to “Bridge income gaps with an annuity.” While they asked him how much of the husband’s 401k should be transferred to an annuity, there wasn’t quite an easy answer for that since everyone’s …
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