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After the Paycheck

An informational & educational website that explores a wide range of topics aimed at helping people to and through their retirement.

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An informational & educational website that explores a wide range of topics aimed at helping people to and through their retirement.

The History Of Annuities & Defining Their Purpose

 

What ARE Annuities, And When Would You Want One?

In this episode of After The Paycheck, Sam and Adam discuss:

  •  the definition (and origin) of annuities
  •  the different types of annuities
  •  when a person might want to consider one
  •  situations where an annuity would NOT be a good fit

How do annuities compare to other investment vehicles?

Most people are looking for a way to ensure they can maintain their lifestyle in retirement, but that often becomes a balancing act between the security of banks and the growth potential of the markets. Below is a quick reference graph that can provide some comparisons of the risk/reward scale of annuities with other types of investments:

investment comparisons chart

 

 

Tags: Retirement Planning, Annuities, after the paycheck

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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, tax or investment advice. By contacting our company, you may be offered information regarding insurance and fixed annuity products.

Ryan Marston and John Conley are Investment Adviser Representatives of Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. Rubino & Liang Wealth Partners, LLC and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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