Annuity Investments South Bend, Indiana IN
Reader’s Question:
I’ve been getting mixed advice on annuities from reliable sources here in South Bend, Indiana IN. My mother thinks they are great but my sister likes other forms of investment. Who can be right in this regard?
Julia
South Bend, IN
I think they are both right in this case. Your investment portfolio should be diversified among the different investment options available in South Bend, Indiana IN. Your brother sounds like he leans toward risk-return type funds while your father likes annuities as one of the items that should be in a balanced portfolio. What you can do is to classify your investments and determine your comfort level on percentage basis. Then you can go ahead and invest within those percentage parameters.
Fixed annuities are investments whose values are guaranteed not to decrease over time. Actually, the value would increase at a pre-determined interest. Remember that every portfolio can use an annuity investment like that. You can choose to set your payments to begin at your retirement age.
Essentially, any annuity investments usually provide a better shield against inflation. The ideal portfolio should also include some of the aggressive investments, which your sister is suggesting to you. I also think annuities are a stable safety-net and a good source of tax-deferred income. Meet with your financial planner or your insurance in South Bend, Indiana IN and set your long-term goals.
Tags: annuities, annuity, annuity leads, annunity
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