Annuities

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Calculate how much regular income an annuity can produce
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Asked by Kathleen
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
This is an excellent question. Annuities may/may not be an ideal situation for you, but I think it would be in your best interest to compare and understand all your op...
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Asked by an anonymous user
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
This is an excellent question, but one that isn't that easy to answer. Annuities are a lot like laptop computers, they call with all sorts of features, benefits, and p...
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Asked by an anonymous user
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
I actually believe in many cases that investing in very low cost index funds on a fully taxable basis yields better results than investing in an annuity. The reason i...
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Asked by an anonymous user
Answered by Winnie Sun, Financial AdviserPRO+ in Irvine, CA
Paying back your 403b loan = paying back your retirement plan. In every respect, it's a good idea. However, if for financial reasons you aren't able to pay this back, ...
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Asked by an anonymous user
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Good question! You are close, the 1035 tax free exchange will allow you to exchange an existing annuity or permanent life insurance contract to a new one that has a L...
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