Investment: Annuities
Making Your Money Last for a Lifetime: Why You Need to Know About Annuities -- this comprehensive resource was developed by the Actuarial Foundation, a foundation funded, in part, by the Society of Actuaries. It is a pleasant surprise how readable this document is. The excellent examples allow you to get a feeling for how different types of annuities might work for you. It is worth downloading and using as a reference whenever you have a question about annuities.About Annuities (pamphlet #588F) -- annuities are a popular retirement and saving products, but many people don’t really understand the ins and outs of annuities. This booklet explores the reasons for purchasing an annuity, explains the differences between deferred and immediate annuities and tells you the questions to ask before buying. To order a free copy, call the Consumer Information Center: 1-888-878-3256 (1-888-8PUEBLO)
Variable Annuities: What You Should Know -- the fees and sales practices involved in variable annuities can be confusing. This booklet provides important information that investors considering variable annuities should read and understand before they buy. To order a free copy, call the Securities and Exchange Commission: 1-800-SEC-0330
Annuities: How They Work and When You Should Use Them -- this document discusses annuities, and provides detailed information on what annuities are, as well as the ways in which they can be helpful in achieving retirement goals. Additionally, the guide describes how to shop for an annuity, the costs, and the way in they are taxed.
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