THE ANNUITY TRUTH

Understand the tradeoffs. Then decide.

When an Annuity May Bethe Wrong Choice

Five situations worth examining before you commit.

Preview of When an Annuity May Be the Wrong Choice guide
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A useful financial tool can still be the wrong fit for a particular job. Get a one-page checklist to help you examine liquidity, emergency reserves, growth needs, concentration and the reason behind a recommendation.

  • Recognize when withdrawal restrictions may conflict with your plans.
  • Consider how a purchase would affect your emergency reserves and flexibility.
  • Ask whether the contract solves a clear need — and what alternatives deserve comparison.

Use it with any advisor or any contract you’re considering.

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