Whether you are considering an annuity, or are in an annuity now, gain valuable insights to help you better understand these often misunderstood investment vehicles.
Consider the totality of annuity taxation before you buy one for its tax benefits.
Thinking about purchasing variable annuities? Gear up—there is plenty to learn. These are notoriously complex products, and hearing a second opinion before signing on the dotted line is prudent to avoiding post-purchase regret. Peel back the “guarantees,” fancy features and promises of safe, stable returns, and you may not like what you see.