Broker Check
Do Annuities Deserve a Second Look?

Do Annuities Deserve a Second Look?

November 22, 2023

"Annuities used to have a bad reputation, and rightly so. In the past, they had long surrender periods (periods when you can’t withdraw all your money without a penalty), offered limited options like tax-deferral and standard death benefits, and were often not implemented properly. But annuities have evolved for the better. If used appropriately, these investment vehicles may make sense as part of your overall financial plan. Here are two main strategies for using annuities."

To read the full article, visit: https://www.letsmakeaplan.org/financial-topics/articles/annuities/do-annuities-deserve-a-second-look 


"Let's Make a Plan!" is an educational consumer organization and website provided by the Certified Financial Planner Board of Standards, Inc.

To review Karen's CFP Profile and CFP certification details, visit: https://bit.ly/karenmeloticascfppro