Getting Started in annuities One of the most popular retirement investment options, annuities are also among the most difficult to comprehend. This handy volume provides an in-depth, easy-to-understand look at these complex instruments, revealing exactly what they are, how they work, and what advantages they have over other investment vehicles. Along with performance tables, sample portfolios, and a helpful Q & A section, you'll find up-to-date details on tax law changes, as well as complete information on:
About the Author
GORDON K. WILLIAMSON is an attorney, financial planner, and branch manager of LPL Financial Services. He is the author of fifteen books on annuities, mutual funds, and other investment topics.
Table of Contents
What an Annuity Is and How It Works. Types of Annuities. Advantages of Annuities. Disadvantages of Annuities. Features of Fixed-Rate Annuities. Features of Variable Annuities. Variable Annuity Investment Choices. Variable Annuities versus Mutual Funds. Equity-Indexed Annuities. Reviewing the Insurance Company. Insurance Company Ratings. Tax-Sheltered Annuities. Your Financial Plan and Annuities. Commonly Asked Questions. Appendices. Glossary. Index.