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Annuity FAQ #16 Can I Move a 403B to An Annuity?

IQ Wealth Management | Steve Jurich | Scottsdale Financial Planner
22 subscribers
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Annuity FAQ #16 Can I Move a 403B to An Annuity? Exactly what is an annuity? An annuity is an arrangement with a certified, audited and regulated insurance provider to supervise your loan and pay it back to you with interest in among 3 methods: ❇️ Through Steady Withdrawals Of 5% To 10% Per Year ❇️ Through An "Annuitization" (Converting Your Lump Sum To A Stream Of Lifetime Payments Backed By The Reserves Of The Company) ❇️ Cashing Out: Simply As You Would With A Bank Account Or Mutual Fund. Annuities resemble mutual funds or bank CDs in the sense that you are putting funds with a certified trustee. They vary significantly from mutual funds and CDs by virtue of that an annuity can be utilized to produce ensured life time earnings for 2 partners, just like a pension from work. An annuity is not a market-traded property likes stocks and mutual funds. Annuities are agreements for particular efficiency, which is a significant advantage to retired …...more
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Annuity FAQ #16 Can I Move a 403B to An Annuity?
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2017Oct 27
Annuity FAQ #16 Can I Move a 403B to An Annuity? Exactly what is an annuity? An annuity is an arrangement with a certified, audited and regulated insurance provider to supervise your loan and pay it back to you with interest in among 3 methods: ❇️ Through Steady Withdrawals Of 5% To 10% Per Year ❇️ Through An "Annuitization" (Converting Your Lump Sum To A Stream Of Lifetime Payments Backed By The Reserves Of The Company) ❇️ Cashing Out: Simply As You Would With A Bank Account Or Mutual Fund. Annuities resemble mutual funds or bank CDs in the sense that you are putting funds with a certified trustee. They vary significantly from mutual funds and CDs by virtue of that an annuity can be utilized to produce ensured life time earnings for 2 partners, just like a pension from work. An annuity is not a market-traded property likes stocks and mutual funds. Annuities are agreements for particular efficiency, which is a significant advantage to retired people. We're easily situated in Scottsdale near the 101 and Via De Ventura, near to the Gainey Ranch Hyatt Regency Annuities are comparable to mutual funds or bank CDs in the sense that you are positioning funds with a certified trustee. An annuity is not a market-traded possession likes stocks and mutual funds. Summary Annuities are comparable to mutual funds or bank CDs in the sense that you are positioning funds with a certified trustee. An annuity is not a market-traded property likes stocks and mutual funds. --------------------------------------------- Scottsdale Financial Planner - IQ Wealth subscribe to our channel https://goo.gl/8E73gS https://www.iqwealthmanagement.com/ ---------------------------------------------- Appointment Scheduling: (480)628-5154 Barb Email: Steve@IQWealthGroup.com Barb@IQWealthManagement.com ---------------------------------------------- Watch our most recent video https://goo.gl/4uxLzT We’re conveniently located in Scottsdale near the 101 and Via De Ventura, close to the Gainey Ranch Hyatt Regency Mailing address: IQ Wealth Group 7702 E Doubletree Ranch Road Suite 300 Scottsdale, AZ 85258 Local: PHX/Scottsdale (480) 902-3333 Full service, securities, life insurance, annuities Local: LA (310) 707-7047 Insurance and annuities only Toll Free: (888) 310-1776 Fax: (866) 872-1700 ~-~~-~~~-~~-~ Please watch: "FAQ 1 I Really Don T Know Much About Annuities Are There Different Types"    • FAQ 1  I Really Don't Know Much About...   ~-~~-~~~-~~-~ Watch our next FAQ video    • Annuity FAQ #19- Exactly what is an a...  

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IQ Wealth Management | Steve Jurich | Scottsdale Financial Planner

22 subscribers