Sentences with phrase «fixed annuity strategy»

If legacy is the answer, then a specific fixed annuity strategy might solve that problem.

The SecureFore series is a multi-year guaranteed annuity (MYGA) designed to help you add more stability and predictability to your fixed annuity strategy by locking in the current interest crediting rate for an initial period:

The SecureFore series is a multi-year guaranteed annuity (MYGA) designed to help you add more stability and predictability to your fixed annuity strategy by locking in the current interest crediting rate for an initial period:

The SecureFore series is designed to help you add even more stability and predictability to your fixed annuity strategy by locking in the current crediting rate for an initial period:

Not exact matches

Longevity annuities and income riders attached to fixed - deferred annuities are the only two annuity strategies used in this target date ladder.

One strategy being used by savvy investors is to shift your investment strategy towards assets that provide more tax - efficiency and control, such as fixed, traditional, or indexed deferred annuities.

Optional benefits, which may be available at any additional cost, may enable your fixed annuity to provide supplemental benefits, as well, to help round out your retirement strategy.

Retirees have long regarded indexed annuities (also known as equity index, fixed index or fixed indexed annuities) as a risk management financial strategy.

As a long - term saving strategy and a way to balance a retirement portfolio, Fixed Index Annuities (FIAs) are appealing because they transform savings into predictable income.In Part Two of the Myth vs Fact series, the Indexed Annuity Leadership Council debunks more commonly held...

Fixed or variable, immediate or deferred the idea of investing in a gold based currency via an annuity for a potentially more secure future payout (in CHF)[Swiss Franc] seems a good strategy.

«One strategy is to make sure a retiree has his / her fixed expenses covered through a combination of Social Security and an annuity,» Bogart says.

Whether you use a fixed annuity within your IRA for a future Stretch IRA Strategy, your current IRA should be set up for your listed beneficiaries to at least have this option upon your passing.

If estimated Social Security income won't meet retirement needs, you can consider a variable or fixed - index annuity as a part of your income strategy.

Quite often, these presentations focus on the benefits of including fixed indexed annuities, also known as indexed annuities, as a «safe money» strategy for one's retirement income...

It will still be based on a fixed annuity chassis and full principal protection, but the call option (typically one year) strategies for potential upside will have a real chance for better than CD returns.

These MYGA fixed rate strategies have no annual fees, and... Continue reading Multi Year Guarantee Annuities (MYGAs)

If this type of strategy describes your current holdings, then you should consider adding a «transfer of risk» strategy using specific fixed annuities.

With this financial strategy software, you can also see what the minimum rate of return needs to be on a normal investment portfolio to get the same or more lifetime income than a fixed or variable annuity would provide.

For any of these «transfer of risk» strategies, I recommend using fixed annuities because of the principal protection and the cost effectiveness when compared to variable annuities.

We may utilize a fixed or variable annuity to get to the needed lifetime income, and then use a total return strategy to determine the discretionary expenses, or the want to haves this could be a four to five percent withdrawal off of principal and is looked at annually to determine the proper amount to take off.»

You don't need an annuity to stretch your IRA, but a fixed annuity does work well with this strategy because it fully protects the principal from market volatility, and provides contractual guarantees.

If estimated Social Security income won't meet retirement needs, you can consider a variable or fixed - index annuity as a part of your income strategy.

Fixed annuities are categorized as a life insurance product, so a life insurance license is all that is needed to solicit and sell these types of strategies.