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Getting Started in Annuities (Getting Started in)

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Getting Started in Annuities (Getting Started in) Cover

 

Synopses & Reviews

Publisher Comments:

Als "Annuities" bezeichnet man eine Form der Geldanlage, die von Versicherungsgesellschaften getragen wird, deren Erträge steuerfrei sind und die auch Todesfall-Leistungen einschließen. Annuities gehören zwar zu den beliebtesten Anlageformen für die Altersvorsorge, aber es gibt bei den Anlegern noch viele unbeantwortete Fragen zu diesem Thema. Dieses Buch beantwortet sie alle! Der Autor, ein erfahrener Steuer- und Anlageberater, erklärt hier detailliert, was Annuities sind, welche verschiedenen Arten es gibt, was diese im einzelnen leisten, und wann andere Anlagemöglichkeiten zweckmäßiger sind. (11/98)

Synopsis:

Getting Started in annuities

One of the most popular retirement investment options, annuities are also among the most difficult to comprehend. This handy volume provides an in-depth, easy-to-understand look at these complex instruments, revealing exactly what they are, how they work, and what advantages they have over other investment vehicles. Along with performance tables, sample portfolios, and a helpful Q & A section, you'll find up-to-date details on tax law changes, as well as complete information on:

About the Author

GORDON K. WILLIAMSON is an attorney, financial planner, and branch manager of LPL Financial Services. He is the author of fifteen books on annuities, mutual funds, and other investment topics.

Table of Contents

What an Annuity Is and How It Works.

Types of Annuities.

Advantages of Annuities.

Disadvantages of Annuities.

Features of Fixed-Rate Annuities.

Features of Variable Annuities.

Variable Annuity Investment Choices.

Variable Annuities versus Mutual Funds.

Equity-Indexed Annuities.

Reviewing the Insurance Company.

Insurance Company Ratings.

Tax-Sheltered Annuities.

Your Financial Plan and Annuities.

Commonly Asked Questions.

Appendices.

Glossary.

Index.

Product Details

ISBN:
9780471283034
Author:
Williamson, Gordon K.
Publisher:
Wiley
Location:
New York :
Subject:
Personal Finance - Investing
Subject:
Investments & Securities
Subject:
Accounting - General
Subject:
Insurance - Life
Subject:
Annuities
Subject:
Investments & Securities - General
Subject:
life insurance
Subject:
Business, Investing
Subject:
Personal finance
Copyright:
Series:
Getting Started in
Series Volume:
20
Publication Date:
19981030
Binding:
TRADE PAPER
Language:
English
Illustrations:
Yes
Pages:
320
Dimensions:
9.14x6.20x.85 in. .90 lbs.

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Related Subjects

Business » Accounting and Finance
Business » Insurance
Business » Investing
Business » Personal Finance
Health and Self-Help » Health and Medicine » Medical Specialties

Getting Started in Annuities (Getting Started in) New Trade Paper
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Product details 320 pages John Wiley & Sons - English 9780471283034 Reviews:
"Synopsis" by , Getting Started in annuities

One of the most popular retirement investment options, annuities are also among the most difficult to comprehend. This handy volume provides an in-depth, easy-to-understand look at these complex instruments, revealing exactly what they are, how they work, and what advantages they have over other investment vehicles. Along with performance tables, sample portfolios, and a helpful Q & A section, you'll find up-to-date details on tax law changes, as well as complete information on:

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