Archive - October 27, 2011

The Pros & Cons of Annuities

The Pros & Cons of Annuities

Based on client concerns over market volatility over the last couple market cycles, I once again investigated immediate annuities as an alternative investment strategy for a portion of some retired clients’ portfolios. For full disclosure, as a fee-only planner I have never recommended an annuity to a client—other than rolling an existing annuity into a better choice—as we always felt there were alternatives that were a better deal for them.  For background, annuities are sold by insurance companies and are designed to give a stream of income for the balance of one or both of a couples lives.

An immediate …

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