When Do Annuities Make Sense?

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    David RacichPRO
    Fountain Hills, Arizona
    Non-qualified tax deferred annuities can be a product consideration with savers and investors in a high effective tax bracket rate, or those seeking higher interest rates than bank rates or for those who have the risk tolerance for market returns, but are aware of the reality of market losses with variable annuities.  An annuity can be a supplemental retirement income stream that can offer differing distribution options including lifetime annuitization.
     
    Answered on July 7, 2013
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