In addition to understanding the details of a potential investment and how it will meet your needs, there are occasions when you need to decide where it will be held. Will your investment reside in a non-retirement or retirement account? There are different income-tax consequences that can affect the longevity of a particular investment as well as your overall portfolio depending upon where it’s held…
Annuities can serve to be an important leg in your retirement portfolio no matter what the current interest rates are. It is difficult to determine the perfect time to invest in an annuity, but with a projected hike in rates, it might be a good time to weigh the option…