Today’s economic environment has created many challenges in financial
and estate planning. Annuities have become a popular investment option
for those attempting to lower their tax burden while also properly
planning for retirement. However, annuities also create liquidity
limitations, and they may no longer be the best solution, especially in
an uncertain economy.
If you own an annuity, ask yourself:
If you own an annuity, ask yourself:
- Have my financial needs and goals changed?
- Do I need my money today?
- Do I want to leave the money to my heirs?
- Do I want more control and flexibility over my assets?
- Do I feel hindered by my annuity’s steep surrender charges?
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