Making the Immediate Annuity vs. Investment Portfolio Decision
May 28, 2009
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By Geoff Considine, Ph.D.
After a "lost decade" of essentially zero returns, investors are increasingly interested in protecting their retirement income with immediate annuities. But that doesn't mean an annuity is the best solution for your clients. Here's how to evaluate whether it is more prudent to buy an immediate annuity or keep assets invested.