Micki M.
Is it ethical (or legal) to suggest a borrower refinance a PN?
11 May 2015 | 18 replies
A note is an annuity income, that income stream can be designed by "borrowing" against that pot of cash.
Micki M.
My First Note
3 May 2015 | 17 replies
These are nothing but annuities and you take any slice you like.
Joe Splitrock
Share Your Retirement Age
13 October 2021 | 113 replies
I get a federal pension, had a TSP account, and get the supplemental annuity until I am 62.
Jason Thomas
Capital Gains savings by selling rental with allotment sale
8 September 2020 | 23 replies
AnnuityWhat about an annuity?
Account Closed
Buying primary home after retirement and owning rental property
18 October 2021 | 5 replies
Obviously, if you are getting a retirement payout or have regular annuity payments setup, those would be used as well.
Ben Rutkevitz
Paradigm Life, Infinite Banking, Whole Life Insurance
10 January 2023 | 134 replies
IMO it's a niche product like an annuity.
Mary Jay
Maxing out 401k or buy Real Estate instead?
9 April 2023 | 29 replies
This is a great opportunity to listen to your CPA who knows about your taxes, finances, different type of IRAs. annuities, life insurance.
Nathan M kiefer
400k bonus - tax mitigation
26 November 2024 | 13 replies
As much as I hate annuities, you might speak with an annuity agent about the employer awarding a bonus in the form of a single premium deferred annuity invested in index funds and that you do not have the right to access until a date certain and then a full payout over time.
Jeff Sitti
$100k Inheritance - What would you do?
19 November 2024 | 19 replies
That's why you see so many annuities out there for people who don't need them.
John L Daly
retirement plan IRA, 401K plans witch is best
16 June 2023 | 43 replies
Annuities and life insurance can be a hedge against market volatility, but they should be part of your plan, not all of it.