Special Annuity Reporting Series – Report #3
Examine the facts on index annuities’ competitive performance in times of both high and low interest, and rising and falling stock markets.
Karlan Tucker – Author
The Power and Protection of an Indexed Annuity
For years, if Americans wanted opportunity, they would put their savings in the stock market. If they wanted safety, they used bank CDs or government bonds. The problem was you could have money positioned for opportunity or safety, but not both on the same dollar at the same ti me.
Retirement Optimal Asset Allocation
Once an individual has retired, asset allocation becomes a critical investment decision. Unfortunately, there is no consensus on what the optimal allocation should be for retirees of varying age, gender, and risk tolerance.
When would you rather lose money? That question might sound odd, since a casual reader’s reaction is likely to be “never.” But the fact is that when you are investing in the stock market over long periods of time, experiencing a bear market (down market) is an inevitable fact of financial life.
Retirees potentially need fewer stocks, more annuities
Fewer stocks, more annuities? That, in essence, may be the case based upon two just-published reports for the benefit of those living in or approaching retirement.
Fixed Indexed Annuities and the Small Business Owner
Many business owners rely on the success of their business as their sole source of income and retirement savings. Normally, financial advisers recommend diversifying portfolios among stocks and bonds.
Insurance News Net
Immediate Gratification: New Studies Show That Immediate Annuities Add Both Income And Stability To A Retirement Portfolio.
Immediate Gratification: New studies show that Immediate annuities add both income and stability to a retirement portfolio. Donald Jay Korn .
Ben Bernanke, the Chairman of the United States Federal Reserve, Holds Annuities
The chairman’s financial disclosure form, released Tuesday, showed that Bernanke is a millionaire, with holdings last year in no-frills investments, including U.S. Treasury securities, mutual funds and annuities.
T. Rowe Price
Dismal Decade Offers Cautionary Lessons for Retirees
Retirees should have a sound financial strategy for sustaining their income throughout retirement. But as the last decade has shown, the stock market is capable of upending even the best-laid plans.
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