Rest-Easy Retirement
Advantage Media Group (Verlag)
978-1-64225-763-2 (ISBN)
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You’re about to find out. In Rest - Easy Retirement: The Truth about Annuities, Scott Stolz has written a guidebook for investors that shows how annuities can be an important component of anyone’s investment portfolio. In addition to showing how different annuities are designed to address different financial goals, Scott also shows how they can enhance any investor’s most basic and important financial goals.
You’ll discover how annuities work in your portfolio to: Help you to preserve wealth by providing protection against the ups and downs of the stock market. Allow you to accumulate wealth much faster than with investments that are taxed each year. Fund your retirement income until the day you die.
For those investors who want to know more about the protections and benefits that annuities can offer, Scott Stolz offers an invaluable resource with Rest - Easy Retirement: The Truth about Annuities. Another bonus? This book is written in an enjoyable and conversational style that will answer any questions you may have about whether annuities are the right financial vehicle for your portfolio. In Rest - Easy Retirement: The Truth about Annuities, you’ll find all that you need to know to be able to make the most of annuities in your investment decisions.
SCOTT STOLZ, CFP, RICP, is the Managing Director of iCapital. He’s also the former president of Raymond James Insurance Group, where he leveraged his 35-plus years in the insurance and annuity business to manage the due diligence, product positioning, sales, and operational functions for annuities and life insurance distributed through Raymond James’ 8,200 financial advisors. He is also the author of Unlocking the Annuity Mystery: Practical Advice for Every Advisor.
Introduction
Why Should I Even Consider an Annuity?
Why Do So Many People Hate Annuities?
All Annuities Are Not Created Equal
A Few Things All Annuities Have in Common
The Beauty of Lifetime Income
How Annuities Are Taxed
Fixed Annuities
Indexed Annuities
Variable Annuities
Structured Annuities
Single Premium Immediate Annuities and Deferred Income Annuities
What Happens When I Annuitize My Policy?
Guaranteed Lifetime Withdrawal Benefits
Covering Long-Term Care Expenses with Long-Term Care Qualified Annuities
What Happens If an Annuity Company Goes Out of Business?
Questions to Ask and Things to Look Out For
A Few Random, but Important, Issues
If You Won the Lottery, Would You Take the Lump Sum or the Annuity?
Acknowledgments
| Erscheinungsdatum | 03.05.2023 |
|---|---|
| Verlagsort | Charleston |
| Sprache | englisch |
| Maße | 152 x 228 mm |
| Themenwelt | Sozialwissenschaften ► Politik / Verwaltung ► Staat / Verwaltung |
| Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung | |
| Wirtschaft ► Volkswirtschaftslehre ► Wirtschaftspolitik | |
| ISBN-10 | 1-64225-763-X / 164225763X |
| ISBN-13 | 978-1-64225-763-2 / 9781642257632 |
| Zustand | Neuware |
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