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00:29 Big brokerage houses like Wells Fargo and Fidelity offer limited options for annuities, mainly variable annuities. 01:52 Fidelity is a top seller of annuities, but having access to only a few companies limits options for clients. 03:24 Fidelity offers limited annuity options, while the market has around 200 different companies with various products. 05:29 Immediate annuities like SPIA and deferred income annuities (DIA) have limitations in terms of start date flexibility. 07:29 Using strategy can enhance annuity benefits, such as getting higher income by splitting funds between different annuities. 10:26 ️ Small differences in annuity strategies can lead to significant variations in long-term income outcomes. 13:58 Funding an annuity versus using a strategy can result in notable differences in the amount of guaranteed income.
Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your...
With $2.5 trillion in CDs set to mature over the next year, many savers are facing tough decisions. Should you renew at lower rates?...
00:40 Annuities must be compared to alternative investments to assess income strategy. 02:05 No other investment guarantees lifetime income like annuities. 03:35 To match...
