Annuity Planning Strategies
Author: Andrew Lee About 5 minutes read. DISCLAIMER: Author is not a tax professional nor financial advisor. All materials here are provided as-is and it is only used for general information. It does not guarantee the same future performance or outcome. Please consult with a qualified tax professionals and financial advisor for your individual situation and perform your own due-diligence. If you are new to Annuity, you can read up on this article “ Annuity, annua? A lifetime income? ” which provides a general overview what an Annuity is. It is recommended to consult with a qualified and licensed life agent or financial advisor for such product if you are interested. Here, we will mention 2 common strategies. Whether the strategy is suitable for you depends on individual conditions, goals, and your risk tolerance. One is called the split annuity , and the other is leveraging an equity-indexed annuity product. 1. Split Annuity There are different ways to plan accor...