Tag: Fixed Annuity

How to Solve Your Annuity Problem

Fixed Annuities can be cut in half

What Annuity Problem? Let’s use an example to explain. Clara and Thomas have conservatively purchased a fixed annuity with a flat rate of return. Over the years, they have watched their initial investment of $2 million grow to a sizable $5 million. A fixed annuity is tax-deferred, and the principal and interest are guaranteed. Sounds… Read more »