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Annuities

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What are some good (tough!) questions to ask my financial advisor who is recommending an annuity to me?

3 answers

I am 54, married and have one grown child. I have several different retirement accounts (401k, brokerage accts, etc.), but don’t feel extremely prepared for retirement. My advisor is recommending an annuity, but I’m not convinced. Can someone recommend the right questions I should be asking to determine if this is truly a product I should be purchasing?

Asked almost 2 years ago

I am trying to get information for my mother on her annuity. I have filed a power of attorney with the company and have been at this for a year. What kind of attorney would I need to help me get some answers?

2 answers

Asked about 1 year ago

What are the pros and cons of purchasing an immediate annuity?

2 answers

Asked almost 2 years ago

I have been trying to find out information for my mother on her annuity. I have power of attorney and filed it with the company that holds the annuity but I cannot get a response. What kind of attorney would I need?

1 answer

Asked about 1 year ago

Can I add money to single premium deferred annuity?

1 answer