Sentences with phrase «depending on the annuity»

If you're prioritizing income, however, long - term bonds are actually good: Their prices will vary depending on the annuities that you buy.

It really depends on the annuity.

Depending on the annuity, you may receive the income for a set period of time or you can receive it indefinitely.

In addition to the risk of default, depending on your annuity's earnings, there is the possibility of losing ground to inflation — the silent enemy of the retiree.

When the two are combined, fixed accounts can yield well over 5.50 % depending on the annuity term and deposit amount.

Even if you don't take money out during the surrender period — anywhere from six to 10 years after signing up, depending on the annuity — you still face pretty stiff annual fees.

Your first annuity payment will be paid one month / three months / six months or one year after the commencement of this policy, depending on the annuity payment mode chosen by you - monthly, quarterly, half - yearly or yearly respectively.

It really depends on the annuity.

The money is invested by the insurance company into fixed interest products or mutual funds, depending on the annuity.

Moreover, the insured will acquire a steady income depending on the annuity he chooses.

Scenario A: Survival of Ahluwalia A regular income for life will be payable, depending on the annuity payout mode chosen.

The death benefit depends on the annuity option chosen.

Not exact matches

How much risk you can afford to take with your investment portfolio during retirement, or when approaching it, depends on your cash flow from available income streams — such as pensions, Social Security benefits or annuities — and doing a thorough cash - flow analysis is paramount.

Fixed income annuities available through Fidelity can be purchased for either immediate or future (deferred) retirement income, depending on your current life stage.

«Depending on what the client is trying to accomplish, I might put only 25 percent of the assets into the hybrid annuity.

«Depending on the environment, capital requirements on traditional variable annuities can be significant so there's volatility in the capital backing these annuities,» Gray said.

Investment management fees will vary depending on how you invest with a variable annuity.

Depending on your goals and which of the above mentioned criteria are important to you — you may want to consider an IRA product that enables you to invest your funds in an annuity, bonds, mutual funds, money market accounts and more.

Depending on the type of immediate annuity you buy, payments can be distributed on a monthly, quarterly or annual basis.

Whether or not an annuity is a good fit really depends on how much you already have saved and what your long - term retirement goals are.

The amount of income you receive from an immediate annuity depends on factors such as your age, gender and the length of your payment period.

Depending on the type of annuity you buy, you may begin receiving payments immediately or defer them to a later date.

A variable annuity allows you to invest your money in different ways (e.g. in different mutual funds) and the payments you receive will depend on how much your investments make.

FIAs guarantee a fixed rate of return, regardless of market swing; whereas the rate of return for variable annuities depend on the stock, bond, or money market investment.

Variable annuities, sometimes called shield annuities, are contracts that offer a rate of return depending on the stock, bond, or money market investment.

However, income annuities (sometimes referred to as «immediate annuities» or «deferred income annuities,» depending on when income payments begin) do offer a predictable guaranteed stream of income that you can't outlive.

The money in your annuity — which you invest as a lump sum or through a series of payments, depending on the policy you choose — generates a stream of income paid to you for your lifetime.

This type of annuity provides guaranteed income, whereas your retirement portfolio may not, depending on how the market performs.

If the annuity owner died, you may have several options to receive your inherited annuity proceeds depending on the terms of the annuity contract, your relationship to the person who died, and when the owner died.

What you receive from your inherited annuity depends on whether it's the owner or annuitant who died and which death benefit the owner elected.

Variable annuities offer the opportunity to earn more than the guaranteed payment, depending on the performance of the investments.

The cost of an annuity depends on the insurance company holding the account.

There's no FDIC insurance for annuities, but there is a system of state guaranty associations that provides coverage from $ 100,000 to $ 500,000 for annuities, depending on your state.

Fixed annuities will pay you a fixed amount every month, quarter or year (depending on which period you select).

Variable annuities will pay you an amount which will depend on the economy, the stock market, the bond market and the real estate market.

Depending on your situation, you might consider buying an annuity to give you the peace of mind that comes with a guaranteed income.

Fixed annuities guarantee a fixed payment amount, while variable annuities pay a varying amount depending on the fixed amount of initial investment.

Annuities may also be worth considering for part of your assets, depending on your age, investment experience, the time you want to devote to your investments, your desire to leave an estate to your heirs and other aspects of your retirement investing.

First, annuities may either be immediate annuities OR deferred annuities, which depends on the Annuity Start Date (ASD) and when the lump sum is converted to a regular stream of income.

Depending on your goals, you could cash out, continue to accumulate interest in your current or a new MYGA, or generate a steady stream of retirement income, accomplished via annuitization or a rollover into an income annuity.

What you receive from your inherited annuity depends on whether it's the owner or annuitant who died and which death benefit the owner elected.

Depending on the type of annuity, this is done by guaranteeing a minimum annual return or minimum level of income, regardless of market performance, or by cushioning the account value from a portion of market declines.

If the annuity owner died, you may have several options to receive your inherited annuity proceeds depending on the terms of the annuity contract, your relationship to the person who died, and when the owner died.

The interest earned in the annuity can be calculated several different ways depending on the contract.

The answer depends on whether the variable annuity is tax «qualified.»

Depending on your situation and your age, selling an annuity may be a good way to help pay for college.

Depending on when payments are due and other options available for handling retirement costs, annuities provide a solution for people struggling to pay off student debt.

The taxation of annuities depends first and foremost on whether the annuity was purchased with pre-tax or post-tax money.

The payment would depend on your age, current interest rates and certain optional features of the annuity.

Those benefits depend on the type of annuity you decide to purchase.