Five Questions to Ask Before Purchasing an Annuity
Christine Benz says investors should consider the annuity type, other tax-sheltered vehicles, liquidity needs, and fees.
Jason Stipp: I am Jason Stipp for Morningstar. Its no wonder that investors are often puzzled over annuities. There are so many different types and varieties. So, if you are considering an annuity or if an advisor as recommended one, where should you start? Morningstar's Christine Benz has five questions that you should ask before purchasing an annuity. Thanks for joining me today, Christine.
Christine Benz: Jason, great to be here.