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Introduction: What is an Annuity and What Can it Do for Me? 11
A Brief Overview of Annuities and How They Can Help You Retire Safely 11
How Annuities Work 15
Annuities and You 20
Chapter I What Differentiates Annuities from Other Financial Products? 23
Annuities 23
Certificates of Deposit 25
Money Market Accounts 26
Mutual Funds 27
Exchange Traded Funds 28
Iras and Roth Iras 28
401(k) and 403(b) Plans 29
Stocks and Bonds 31
The Stock Market 32
Safety 33
Where Annuities Fit in Your Portfolio 36
Chapter 2 Making Annuities Work for You 37
Paying for an Annuity 37
Identify goals 39
When to Invest 46
Who Should Invest in an Annuity? 50
Evaluating the Worth of an Annuity 54
Things to Consider When Purchasing an Annuity 59
Chapter 3 Annuity Misconceptions 61
What is an Annuity? 61
What an Annuity is Not 64
Common Annuity Misconceptions 65
Common Annuity Mistakes 72
Key Points to Remember When Shopping for Annuities 74
Chapter 4 Fixed Annuities 75
Basic Facts 75
Advantages of Fixed Annuities 81
Disadvantages of Fixed Annuities 82
How to Tell if a Fixed Annuity is the Right Type of Annuity for Me 83
Chapter 5 Variable Annuities 85
Basic Facts 85
Evaluating Your Risk Tolerance 87
Investment Choices 88
Subaccounts 90
Investing Styles 92
Annuitizing a Variable Contract 104
How to Tell if this is the Right Type of Annuity for Me 107
Key Features of Variable Annuities 109
Chapter 6 Equity-indexed Annuities 111
Basic Facts 111
Indexing Methods 113
How to Tell if Equity-indexed Annuities Are Right for Me 122
Key Points to Remember 124
Chapter 7 Tax-sheltered Annuities 125
Who is Eligible? 125
Selecting the Right Policy 130
How to Tell if this is the Right Type of Annuity for Me 133
Things to Consider 134
Chapter 8 Product Features 135
Terminal Illness 136
Long-term Care 136
Market Value Adjustment 137
Inflation Adjustment 138
Income Enhancement 139
Increasing Your Liquidity 139
Annuity Riders Summary 141
Chapter 9 Subtypes of Annuities 143
Single Premium Annuities 144
Flexible Premium Annuities 145
Immediate Annuities 146
Deferred Annuities 148
Bonus Annuities 149
Qualified Annuities 150
Nonqualified Annuities 151
Chapter 10 Annuity Options 153
Annuities and Iras 153
Annuities as a CD 156
Income Annuities 157
Advanced Life Deferred Annuities 159
Annuities as a Tool 160
Chapter 11 Customizing your Annuity 161
Staging your Investments 161
Annuities within a Portfolio 167
Chapter12 Tax Specifications and Other Penalties 169
The Basics About Taxation 169
Internal Revenue Code Section 1035 174
Internal Revenue Code Section 408 176
Annuities and Your Taxes 179
Chapter 13 Annuities as an Insurance Product 185
Why are Insurance Agents Hounding Me About Investing? 185
Avoiding Probate 188
Annuities as a Funding Source 194
Chapter 14 Purchasing an Annuity 199
Who will I Buy an Annuity From? 200
Where Can I Buy an Annuity? 201
When Should I Buy an Annuity? 205
What do I Need to Buy an Annuity? 207
The Application Process 208
Chapter 15 Questions to Ask Your Agent 213
What will this Annuity do for Me? 214
What Kind of Annuity am I Interested in? 214
What Rate is the Company Paying on Older Annuities? 215
What is the Guaranteed Interest Rate? 215
How Strong is the Company? 216
How Long is the Free Look Period? 216
What are the Surrender Charges on Nonscheduled Withdrawals? 216
Are there Additional Fees? 217
When Will Distributions Begin? 218
How Do I Change My Policy? 218
What Riders are Available to Me? 219
What Do I Do if I Have a Complaint or Question that my Company Does not Address? 219
Chapter 16 Structuring Your Annuity 221
Retirement Planning 221
Payouts 222
Distribution Options 223
Monthly versus Annually 231
Maximizing Your Annuity's Distributions 232
Who Gets the Money? 233
Chapter 17 The Future of Annuities 235
Rates 236
Accessibility 237
Preferential Treatment 239
Living Benefits 240
Taxation 240
Longevity 241
Social Security 241
Conclusion 245
Appendix A Guaranty Associations 249
Appendix B Resources 253
Appendix C Getting the Investment Help You Need 255
Appendix D The Importance of Interest Compounding 261
Glossary 265
Bibliography 281
Author Biography 283
Index 285
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
| WonderClub |
Thomas Wittkoski
reviewed Investing in Annuities: How to Earn High Rates of Return - Safely on April 17, 2017
Investing in Annuities: How to Earn High Rates of Return - Safely
Thorough, but definitely on the side of "there is an annuity for everyone".
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Add Investing in Annuities: How to Earn High Rates of Return - Safely, Annuity investment has become an increasingly popular option for many investors each year with the market topping more than $100 billion in sales in recent years. Due to the dual nature of annuities, they can often be misunderstood and many investors look, Investing in Annuities: How to Earn High Rates of Return - Safely to the inventory that you are selling on WonderClubX
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Add Investing in Annuities: How to Earn High Rates of Return - Safely, Annuity investment has become an increasingly popular option for many investors each year with the market topping more than $100 billion in sales in recent years. Due to the dual nature of annuities, they can often be misunderstood and many investors look, Investing in Annuities: How to Earn High Rates of Return - Safely to your collection on WonderClub |
