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When An Annuity Makes Sense

For those approaching retirement, there are few things more unsettling than a volatile stock market. With the recent wild market swings, conversations between investors and advisors often revolve around protection options, reducing risk and establishing a guaranteed source of income. Because many investors experienced double-digit …

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Retirement Strategies: Annuity or IRA?

If you’re at all interested in saving for retirement, there’s a really good chance you’ve heard of both annuity products and IRAs. While they are two totally different tools, they have several commonalities. Both can generate income later in life and offer some potential tax …

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Bonds vs. Annuities: New Research Seems to Settle the Debate

Most investors have three goals when it comes to their money: they want growth, safety and liquidity. Finding an investment that provides all three is near impossible and therefore one of the biggest challenges in financial planning. For those nearing retirement, finding the right portfolio …

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Rebalance and Shelter Your Portfolio With a Variable Annuity

One of the biggest problems facing investors is reducing equity exposure on assets outside of retirement plans while minimizing the tax impact usually triggered by such portfolio reallocations. According to a recent article from ThinkAdvisor, some of the more common strategies for dealing with this …

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