Investor Education

Basics of Annuities

Abstract: Find out what makes annuities an attractive investment for some people. This lesson plan lays out the many features of annuities: payout options, income, tax advantages, and more. It gives you a broad introduction to deferred, fixed, and variable annuities. To round out our discussion, risks of annuities are discussed. These risks include investment, mortality, and liquidity risks.

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