Which Annuity is Right for Me? - WREX.com – Rockford’s News Leader

Which Annuity is Right for Me?

General Annuity Benefits
Safety backed by large insurance companies
Tax Deferral: Tax deferred growth
High Yield: Usually better interest rates than cd's
Life Insurance: Death benefits
Liquidity Flexible Penalty-Free Withdrawals
Unlimited Contributions: Unlike 401(K)
Inheritance: Pass on money to beneficiary, avoid probate
Lifetime Option: Income you can't outlive
Fixed Annuity
  • Lump-sum buy-in
  • Invest in bonds
  • Very low risk
  • Guaranteed rate
  • Moderate growth
  • Competitive returns
  • 1-10 + year term
  • Hassle free
  • Guaranteed Retirement income
    		• Index Annuity
  • Lump-sum or multi
  • Usually indexed to S&P 500
  • Low risk
  • Minimum rate guarantees
  • Solid growth
  • Returns (never negative)
  • 1-10 + Year term
  • Hassle Free
  • Guaranteed Retirement income
    		• Variable Annuity
  • Lump-sum or multi
  • Invest in equities
  • Higher risk
  • Variable rate
  • Strong growth
  • Returns vary
  • 1-10 + Year term
  • Investment control
  • Guaranteed Retirement income
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