Annuity. Ask many investors — or advisors, for that matter — what an annuity is and you’ll typically get the list of limitations these products have. This is, in my humble opinion, due to the fact that annuities remain largely unknown and unfamiliar. Still, they are one of the best retirement income planning vehicles available today, taking in billions of dollars in annual inflows. And despite the annuity’s unfair reputation as being illiquid, expensive, tax-disadvantaged, etc., advisors who … [Read more...]
You are here: / Archives for Brian Appel
About the Author
This article was written by Brian Appel, principal of The Appel Financial Group. Visit his website at http://www.TheAppelFinancialGroup.com. Brian can be reached at (732) 530-5120.