How RIAs can use no-commission annuities to invest in long-term bonds in a tax-deferred vehicle without interest rate risk
Annuities
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Multi-Year Guaranteed Annuities (MYGAs)
The Benefits of Multi-Year Guaranteed Annuities over Taxable Bonds and Bank CDs In a previous blog post, we talked about the downside of taxable bonds. Namely that they are tax-inefficient, subject to interest rate risk, and don’t always provide downside protection in...
Why Fee-only Fiduciary Financial Advisors Should Be Considering No-commission Fixed and Indexed Annuities for Conservative High Net Worth Clients Over Traditional Bond Investing
Bond investing in rising interest rate environments versus tax-deferred annuity growth With equity markets at all-time highs and in the face of increasing interest rates, the current economic environment makes providing financial advice for conservative investors a...