annuity

Retirement: Pros and cons of fixed-index annuities

Leave a Comment / Annuities, Retirement, The Rest of the Story /

Forget stocks, bonds, ETFs and non-traded real estate investment trusts. The new flavor of the month these days for those hawking retirement products is something called a fixed index annuity or FlA. Consider: Sales of FIAs rose 14% to $38.7 billion in 2013 and another 24% to $48 billion in 2014, or about 21% of […]

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Indexed Annuities are a Safety Trap

Leave a Comment / Annuities, Financial Advisor, Retirement, The Rest of the Story /

The card that landed in mailboxes throughout central Illinois in early 2008 promoted “the most informative retirement workshop you’ve ever attended.” Pinnacle Investment Advisers, which had four offices in the area, was offering discussions of Medicaid planning, IRAs, and tax-efficient income over lunch or dinner. Bios of Pinnacle owners Susan and Tom Cooper mention their

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