Does An Annuity Fit Within My Financial Plan?
To help you navigate an annuity analysis , we have created this checklist. It covers key considerations, including:
- Variable, fixed, and indexed annuities
- Immediate and deferred income annuities
- Purchase/funding methods
- Riders and other features
- Tax considerations
Should I Take My Pension As A Lump Sum?
- Life expectancy considerations
- Viability of pension plan
- Risk tolerance and need for guaranteed income
- Wealth transfer considerations
- Lifetime income options