- Tax-Efficient
- Tax-Deferral
- Lawsuit Proof (Creditor Protection if you get sued)
- The Difference you need to know.
- Fixed, Variable and Immediate
- Annuity Arbitrage for high income and wealth transfer
- Fisher Investments Hates Annuities and {thinks} You Should Too”
- Congress in agreement that Annuities make sense
- Ben Bernanke, Past Fed Chm has majority of his assets in variable annuities
Top Democrat on the Senate Finance Committee, Ron Wyden, is reviving a plan that would tax wealthy individuals annually on their investments, instead of when those assets are sold. If assets gains become taxable annually instead of when they are sold, just think of the tax burden to investors, especially stock and real-estate investors. This could make tax-deferred much more important.
Certain annuities offer:
- Guaranteed Annual Increases in your future income to offset inflation and increase future income.
- Guaranteed Income for life (and spouses) gives peace-of-mind not having to worry about loss of income.
- Guaranteed Death Benefit to protect your loved one’s if you can’t be there for them.
- Guaranteed Growth in Death Benefit
- Long-Term Care coverage
