“Now YOU can learn about retirement planning in plain English. Planning for retirement can be confusing. I cut through all the industry jargon so YOU can learn how to achieve your retirement goals.”
Today’s question comes from Russ. He has some questions about the type of annuity he is looking for. He writes:
“I am looking at fixed index annuities. I am looking for a fixed index annuity that offers no cap, has a rider for fix income for life and an inflation guard. I would like one if possible that would have a 5 year surrender period… if that is possible… I would be taking income in about 5-6 years.”
What’s great about this email is that Russ has a clear idea of his different needs and what he’s looking to accomplish with an annuity.
Specifically, there are a couple of important issues Russ is looking for:Continue Reading