Sentences with phrase «know about annuities»

When investors are asked about the attributes of annuities — but not the products by name — 90 % said they are receptive to the idea of guaranteed lifetime income, even if it means relinquishing control of the principle or paying higher costs, Jackson learned — suggesting that there is a great disconnect between what investors think they know about annuities and what advisers can teach them about them.

This explanation is probably more than any sane person wants to know about annuities.

Outlining what investors should know about annuities if they are looking for guaranteed income for life, with Jim Schlager, Moss Adams Wealth Advisors.

Not exact matches

Steve: So we were talking to Allan Roth about this, I've always been, «Oh, well, you know, you can buy deferred annuity and hedge your longevity risk.»

It's not about knowing how to execute an insured annuity strategy, or transferring wealth to the next generation using life insurance.

It's one thing to know the facts about retirement and fixed indexed annuities (FIAs) in general, but quite another to figure out if one is right for your specific circumstances.

I have tried to list down the drawbacks of the scheme, do let him know about them especially «annuities are taxable».

Those already retired know all about this, they received interim annuity payments until the final adjudication of their retirement.

(I don't know about you, but I find all of the nomenclature surrounding annuities to be a bit confusing.

Want to know more about annuities?

Or how about if over the course of a long retirement now - dormant inflation re-awakens to the point that your annuity payment can no longer cover as much of even your day - to - day expenses as it once did?

But as long as the longevity annuity is designated a QLAC (Qualifying Longevity Annuity Contract) under new Treasury Department rules, you can invest up to $ 125,000 or 25 % of your 401 (k) or IRA account balance without having to worry about minimum withdrawals on that amount as long as your payments start no later than age 85.

Most of us know about 401 (k) s and IRAs, but annuities remain a mystery.

Annuities Which Kind Should You Buy What's most important to know about fixed and variable annuities, according to ChrisAnnuities Which Kind Should You Buy What's most important to know about fixed and variable annuities, according to Chrisannuities, according to Chris Cordaro.

If you purchased life insurance from an agent, disability insurance, or an annuity on your own from MetLife (not through your employer), there are important changes you need to know about.

But before you can make an informed decision about whether such annuity is right for you, you need to know how this type of annuity works.

And I don't know enough about the particulars of your situation or your adviser's motivation to say whether I concur with the recommendation to pass on an annuity.

In helping to ensure that its customers know what they are purchasing regarding life insurance coverage, Vantis Life Insurance Company offers a way to learn about both life insurance and annuity products directly on its website.

For more information about how one type of annuity, known as a Fixed Indexed Annuity works, check out this educational video.

As you know, there's a secondary market for just about every product on the planet, and that includes annuities.

From what I have know about Annuity, during retirement, a portion of retirement money (no more than 20 — 25 %) should be in annuity.

After reviewing product design, which allowed holders a one time option to increase their rate over the term of the annuity, and doing a little bit of game theory work, I said, «Here's the good news: given what we know about policyholder behavior and what we know about bonds, this is a cinch to hedge.»

If retirees fret primarily about outliving their money, the «longevity insurance» aspects of life annuities would seem to be a no - brainer.

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.

Annuities can be an important part of your retirement income, and the more that you know more confident you'll be about your choices.

You should also check out the SEC's consumer guide on what you should know about variable annuities.

Want to know more about annuities?

To understand what it is, you need to know that annuities come in about as many breeds, shapes, and sizes as dogs do.

In helping to ensure that its customers know what they are purchasing regarding life insurance coverage, Vantis Life Insurance Company offers a way to learn about both life insurance and annuity products directly on its website.

If you purchased life insurance from an agent, disability insurance, or an annuity on your own from MetLife (not through your employer), there are important changes you need to know about.

If you purchased life insurance, disability insurance, or an annuity on your own from MetLife (not through your employer), there are important changes you need to know about.

Below are a few key points to know about Single Premium Immediate Annuities.

With this policy, your insurer invests a portion of your premium payment and eventually provides you with returns (see 5 Things You Need to Know About Life Annuities to learn more).