An annuity is a contract between you and an insurance company but not all annuities are created the same. In this short video, Montini and Company Tax Advisory Group will help you understand the different types of annuities and where one annuity may be a better fit than another for you.
You will see in this short video how some annuities may be a very good provider of guaranteed lifetime income. You will also see how some annuities offer interest accumulation opportunities while guarantying against stock market losses.
To provide balanced information, we address some of the negative aspects that all consumers need to be aware of to make a decision that best fits their needs. Annuities can be complex vehicles so be sure to work with a licensed fiduciary who has a legal obligation to provide full transparency and thoroughly explain all the inner workings of the annuity
Is an annuity right for you? We hope this video will help answer that question for you.
This is a challenging level of retirement income planning. Work with our fiduciary and our CPA to determine the ideal amount to convert each year.
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