Synopses & Reviews
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:
Synopsis
Als Annuities bezeichnet man eine Form der Geldanlage, die von Versicherungsgesellschaften getragen wird, deren Ertr ge steuerfrei sind und die auch Todesfall-Leistungen einschlie en. Annuities geh ren zwar zu den beliebtesten Anlageformen f r 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, erkl rt hier detailliert, was Annuities sind, welche verschiedenen Arten es gibt, was diese im einzelnen leisten, und wann andere Anlagem glichkeiten zweckm iger sind. (11/98)
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.