Annuities
Guide
Are High CD Yields A Come-On?
Years of low interest rates have provided underwhelming options for investors seeking Certificates of Deposit (CDs) as a relatively safe com...
-
Upvote 0
Guide
Medicaid Asset Protection Trusts 101
You may have saved diligently for retirement and managed your money well, but in the end, long-term care costs can derail your plans and qui...
-
Upvote 0
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 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...
Guide
Indexed Annuities 101
The pitch is very appealing to fiscally conservative seniors. Earn up to 8% on your investment with a guarantee not to lose money. Sounds to...
-
Upvote 7
Guide
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
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...
Ask a pro a question
Have your question answered by a professional
