What You Need to Know About Annuities
#Morningstar #Annuities #RetirementInvesting
Annuities come in many forms. Understand what you’re getting from these products.
00:00 Introduction
00:19 What Is an Annuity?
00:51 How Do Income Annuities Work?
02:33 How Annuities Can Help With Retirement Planning
03:31 What Are the Different Types of Deferred Annuities?
04:41 What Investors Should Know Before Investing in Deferred Annuities
06:20 Tax Implications of Annuities
07:12 How Investors Can Evaluate Their Annuity Insurer’s Financial Strength
What to watch from Morningstar.
Who Is the 3-Fund Portfolio Right For? https://www.youtube.com/watch?v=3jiouiwDurQ
Can Your Investment Portfolio Be Too Diversified? https://youtu.be/Hyquhq0JYyE?si=feMV-ijfZj2qkECM
Is International Diversification Worth It? https://youtu.be/6WjOYRiy24g?si=5wWTpJL1H8bt28_l
Is Your Asset Allocation Too Aggressive? https://youtu.be/dbG9ZgntqMc?si=7wRGIQD418FXyK2I
Read what our team is writing.
Christine Benz https://www.morningstar.com/people/christine-benz
Margaret Giles https://www.morningstar.com/people/margaret-giles
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