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You Might Want An Annuity If…

It’s no secret that annuities have a bad reputation as retirement savings tools. Some annuities have high fees, many are extremely difficult (and costly) to liquidate if you need your money and the complexity of them often makes the heads spin of even the most …

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Annuities and Roth IRAs: A Dynamic Duo

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 …

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Annuities and Your 401(k)

A 401(k) plan is a retirement savings plan that is sponsored by an employer.  It allows workers to save and invest a portion of their paycheck before taxes are taken out. While these plans are great for helping employees save and invest, they don’t provide …

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Employees Want Guaranteed Income From In-Plan Annuities

Prudential Financial recently released a report about the use of annuities in retirement plans, entitled “The Ease of Automation and Guaranteed Retirement Income.” Research for the study was performed last summer on full time workers who had access to a defined contribution retirement plan of …

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