Presented by Steve Jurich, Scottsdale Financial Planner, KIPLINGER® Wealth Creation Contributor, author of the Amazon Best Seller, SMART IS THE NEW RICH
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“24 Frequently Asked Questions on Annuities”
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Presented by Steve Jurich, Scottsdale Financial Planner, founder of IQ Wealth Management, author of the Amazon Best Seller, SMART IS THE NEW RICH
I really don’t know much about annuities — are there different types?
How is an index annuity different from an index mutual fund?
It almost sounds too good to be true–do I get all of the upside of the market and none of the losses?
WHY do I want a NEXT GENERATION annuity for my 401(k) or 403(b) rollover?
What is an income rider and why would I want one?
Can an annuity help pay long term care expenses later in life if my spouse or I need extra care?
Can I put my spouse on the annuity to receive an income for life, even if it is my IRA?
I’ve heard that annuities tie up your money and have a lot of fees–is that true?
Does the insurance company keep my money if I die?
What is a surrender charge and why do they exist?
How safe are annuities?
How are you, the agent, compensated – Do I have to pay you a fee?
Does the annuity come with upfront fees?
I have a 401(k) that I want to protect from market lossess and maybe take some income like a pension–can I move to an annuity without taxation?
I have an IRA that I want to protect from market losses–can I move to an annuity without taxation?
I have a 403(b) that I want to protect from market losses–can I move to an annuity without taxation?
My broker doesn’t think it’s a good idea–why?
I’ve heard a grumpy older billionaire on the internet say that he hates annuities, and thinks I should too. He seems pretty famous. Why does he say that?
What’s the difference between a variable annuity and a fixed index annuity?
What is a hybrid annuity?
I’ve heard the term –Equity Index Annuity– is that the same thing?
I’ve heard you talk about secure lifetime income equivalent to 5 to 9%
How liquid is the annuity–can I withdraw from it without penalty?
What about Required Minimum Distributions – How will that work if I am using an annuity for my IRA?