Thu, 20 Dec 2012
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Market trends have altered the benefits of several annuity products, and Morningstar's Kevin Loffredi examines what retirees should know before investing in these vehicles.
Christine Benz says investors should consider the annuity type, other tax-sheltered vehicles, liquidity needs, and fees.
If you actually buy an annuity inside your IRA or Roth IRA, a whole new set of minimum distribution rules applies to that annuity , says noted retirement planner Natalie Choate.
The addition of a low-cost annuity to a balanced portfolio can help ease some concerns about longevity risk says Vanguard's Maria Bruno.
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