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 …
While a new law went into effect this year allowing for great tax benefits for linking your annuity to long term care insurance, there is only one available product in the state of Ohio currently. J. Brendan Ryan of Cincinnati.com wrote about the new benefit …
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 …
According to Donna Mitchell’s “Annuities Could Get Boost From Small Business Legislation” in Financial Planning, the annuity industry’s recovery is being helped by President Obama’s administration. After his Middle Class Task Force started promoting the use of annuities for the guaranteed lifetime income in January, …
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