Annuities 101: What You Need to Know

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Key Takeaways

Role of Annuities in Retirement

Annuities can provide guaranteed income for life and help guard against outliving your savings. They may be a useful tool for creating more stability in your retirement plan.

Weigh the Pros and Cons Carefully

While annuities offer benefits like tax deferral, downside protection, and peace of mind, they can also come with high fees, limited liquidity, and complex structures. It’s important to compare options and understand the tradeoffs.

Tailor Your Strategy to Your Goals

Whether you currently own an annuity or are considering one, your next step should be a personalized plan. Reviewing your retirement income needs with a financial advisor can help determine if an annuity fits into your broader financial picture.

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