“Annuities in an IRA?” on Advisor Perspectives
Annuities in an IRA?!! A common view is that this combination makes no sense, since the IRA already provides the same tax deferral benefits as
On Retirement Income, Part 9: TIPS Q&A
TIPS investing is complicated! We answer some of your questions here.
On Retirement Income, Part 7: How Guaranteed is Guaranteed Income?
Guaranteed income from Social Security, pensions, and annuities can be the bedrock of a retirement income plan. But such guarantees are only useful if the guarantors can be trusted!
On Retirement Income, Part 6: Guaranteed Income Sources (Social Security, Etc.)
One of the most significant facets of “goals-based investing” is matching inflexible spending needs with secure income sources, most notably Social Security.
My Dream Annuity
A CPI-adjusted life annuity with a cash value…the stuff dreams are made of!