Q&A
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...
Q&A
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...
Q&A
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...
Q&A
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, ...
Q&A
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...
Q&A
Asked by Yvette
Answered by Stacy Marcus, CDFA™ CFEI™ in New York, NY
Yvette, I hope you received qualified professional tax and financial planning advice when you made the decision to roll over your 401(k) into an annuity. The terms an...
Q&A
Asked by Lee
Answered by David Wasson, Insurance Agent in Rohnert Park, CA
I would ask you first, is the 401(k) your only way to pay for the hybrid? 401(k) money can be expensive since it is normally 100% taxable. Next I would ask if the lo...
Q&A
Asked by an anonymous user
Hi - No question your first step should be to build a retirement income roadmap. As a complimentary service we can help you build it so you can evaluate your options....
Q&A
Asked by Michael
Answered by MoneyTips Writing Staff, Financial Adviser in Los Angeles, CA
Hi, Thanks for your question. The following MoneyTips article outlines the pros and cons of buying annuities, and also briefly contrasts these products with IRA's a...
Q&A
Asked by Carol
Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi Carol Hosenfeld, There are a multitude of great firms and great strategies for your retirement funds. Rather than debate the pros and cons of TIAA-CREF's variou...
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