Sentences with phrase «about annuity investment»

To learn more about your annuity investment options, call 505-872-5434 (800-347-2838 outside the Albuquerque area).

Unfortunately, there is quite a bit of misinformation that has spread about annuity investment contracts.

Not exact matches

Understand the Annuity Product - In Plain Language Annie Logue of the Root of All, Chicago on the Cheap, and author of several Money and Investing Dummies books about asks; «When are annuity investment products a good idea?»

Bank Investments Learn about different types of banks investments including IRAs, 401k plans, CD's, Annuities, money market accountInvestments Learn about different types of banks investments including IRAs, 401k plans, CD's, Annuities, money market accountinvestments including IRAs, 401k plans, CD's, Annuities, money market accounts and more.

Here we debunk 5 of the most common myths and misconceptions around annuities, so you can make better decisions about your investment mix.

Baby boomers nearing the end of their careers are more concerned about protecting their savings and should shift their asset allocation to have a higher ratio of low - growth - but - safer investments such as bonds, annuities and money market funds.

If you have ever met with a financial advisor about investments, chances are he or she may have proposed annuities as a good way for you to go.

Learn more about building retirement income with tax - deferred annuities by signing up for a no - obligation retirement review with a Financial Consultant at Webster Investments.

60 Minutes recently re-aired a story about 401 (k) s and the fact that so many nearing retirement age are actually are putting off their retirement because their 401 (k) investments have faltered due to market volatility... In response to this segment, an article in Inside Tucson Business outlines some alternatives to 401 (k) investments including self - directed IRAs and Fixed Indexed Annuities.

Ask your financial professional for more information about Transamerica variable annuities with an investment - only strategy.

Learn more about the investment and benefit options available in Jackson's variable annuities (VAs).

If you are uncertain about the condition of the company issuing the annuity, you probably ought to rethink making the investment since a corporate failure could eat your retirement savings.

If there is concern about future obligations, safety of principal, and investment flexibility — then an annuity from a well - capitalized and highly - rated insurance carrier can be a wise choice.

If you are undecided about whether or not to buy an annuity, because you feel that interest rates will eventually move higher, or you are not quite ready to give up control over your investments, you could consider rolling the RRSP into a RRIF at retirement and then later on, if rates go up, or if you simply become tired of managing your own money, you can transfer the funds from your RRIF into an annuity.

As a Registered Investment Advisor (RIA), I have found that when new prospective clients come in they have strong opinions about annuities and a total lack of knowledge on how they work, and I'm not surprised at all.

Reducing risk of losing money: The stress of managing investments and worrying about loosing your money to the financial markets is greatly reduced when you buy an annuity.

The prospectus, which contains this and other information about the variable annuity and variable universal life contract and the underlying investment options, can be obtained from your financial professional.

The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from your financial professional.

Learn more about the investment options found within the variable and deferred fixed annuities available through Fidelity.

Scott Burns about When to Receive Social Security «If we look at the lost immediate benefits as an investment, a year of benefits gives us a lifetime inflation - adjusted annuity equal to 8.0 percent of the benefits we opted not to take.

I want to read about Transamerica's variable annuity with an investment - only strategy.

For more complete information about mutual fund or variable annuity products or to obtain a prospectus, please ask your USBI investment professional.

This page is for and about life as a typical BD Rep agent financial advisor that wants to offer more investment - related services, and little - to - no life insurance company product (e.g., variable life insurance or variable annuities).

With help from our CFS * Investment Services Registered Representatives, through our broker - dealer CUSO Financial Services, L.P. (CFS *), you can learn about your investment options in fixed - rate and variable - rate Investment Services Registered Representatives, through our broker - dealer CUSO Financial Services, L.P. (CFS *), you can learn about your investment options in fixed - rate and variable - rate investment options in fixed - rate and variable - rate annuities.

So fixed annuities are the investment vehicle that results in you being more «stuck» than just about any other.

With this investment strategy analyzer, you won't have to believe everything you read; nor take anyone's word about things like: ETFs are the most efficient and inexpensive way to invest, there's no sales charges on mutual fund B - shares if you don't sell them, Roth IRAs are better than traditional IRA / 401 (k) s, or the tax benefits of 529 plans, whole life (VUL), or any kind of annuity will make up for the huge costs; lack of liquidity / choices / control, etc..

Similarly, it makes effective tax rates quite useless; after all, as seen in example 4, knowing that a client already owes $ 35,379 on the first $ 200,000 of income signals nothing about what the tax consequences will be on the next $ 1,000 of Roth conversion / IRA withdrawal / annuity investment / sale for a capital gain or loss / etc.

Just about everyone has heard the word «annuity,» but not many people understand exactly what they are and why they should have one in their investment portfolio.

Once you've asked questions about your annuity, depending on the answers you get, you may want to consider exchanging your variable annuity for alternative investments with lower costs.

Some of us are serious about providing for our future and we think our first step is to invest in traditional investments like Retirement Annuities, contributions to an Employer's retirement or provident plan.

Falls Church, VA About Blog NAIFA - Texas members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments.