Understanding Annuities: A Lesson In Fixed Interest and Fixed Indexed Annuities

"An annuity can be a great way to save for retirement on a tax-deferred basis, in effect creating your own personal "pension" plan."

In planning for financial security in retirement, an annuity can help satisfy two basic objectives:

1. To accumulate retirement assets on a tax-deferred basis.

If you're already contributing the maximum to IRAs and any employer sponsored retirement plans and need to save more for retirement, a deferred annuity may be the answer to your retirement savings need.

2. To convert retirement assets into an income that you cannot outlive.

On the other hand, if you're near or at retirement, an immediate income annuity can be used to convert existing retirement assets into a lifetime income.

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"Understanding Annuities: A Lesson In Fixed Interest and Fixed Indexed Annuities" 

 

 

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