Annuities

Guide  

Guide  

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 an anonymous user
Answered by John Carlson
President, Carlson Wealth Management in San Diego, CA
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....
Guide  

Guide  

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 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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