Special Report on
Period-Certain Annuity - Trends
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Annuity settlement options can be puzzling. Many people have purchased annuities of all types for the tax deferral feature. For many retirees the time has come to make the shift from accumulation to payout. Here are some considerations to help determine what’s best for you. The most popular annuity settlement option is annuitization to take payments over a time frame that you select, which may include the rest of your life. When you annuitize, you receive payments (monthly, semi-annually, annually) in exchange for surrendering your annuity to the annuity insurance company. Your annuitization options usually include: ...
While retirement is generally looked at with great anticipation, there are fears of the unknown. Almost without doubt, the biggest concern for retirees is that of running out of money. While a well thought out financial plan is key, there are also vehicles that can guarantee that situation never rears its ugly head. Setting up a guaranteed "pension-type" plan is an option that is becoming more popular every day. Annuities are generally thought about with regards to being more of a savings vehicle rather than a income distribution strategy. However, if set up correctly an income can provide ... Read More
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