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Real World Scenarios: Variable Annuities Vs. Mutual Funds

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 …

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Real World Scenarios: Sub-Accounts in Variable Annuities

The third entry in our series of Real World Scenarios follows. I have been researching variable annuities and one of the things that attracts me to them is the fact that many will allow me to switch between the different sub-accounts without taxes or penalties. …

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Real World Scenarios: Variable Annuity Comparison

Following is the latest blog entry in our series of real world scenarios. How do I evaluate all of the different variable annuities available on the market? Is there a rating system? It’s very confusing and there are so many options to choose from. To …

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