A question was recently asked to CNN Money about the taxes that will be paid to gift a variable annuity to one’s children. Anne C. Lee of Money Magazine cleared up the confusion regarding variable annuity gifting. There are two important things to look into. …
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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