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    • Should My Neighbor Buy that Indexed Annuity?

    April 5, 2018 by Kerry Pechter

    My 60-year-old friend went to a free retirement seminar and met an investment advisor who recommended that she move 60% of her savings into a fixed indexed annuity for income at age 70. What should she do? You decide.
    A neighbor recently asked me to help her understand an indexed annuity that she was thinking of buying. She had met an advisor at a retirement planning seminar at the local community college, and he had recommended it to her during a subsequent free, one-hour consultation. Bring over the paperwork, I said.
    Click HERE to read the full story via RIJ; subscription required. 

    Originally Posted at Retirement Income Journal on April 5, 2018 by Kerry Pechter.

    Categories: Industry Articles
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