What is a disadvantage of a joint life annuity?
Joint and survivor annuity downsides: The downside to the joint and survivor annuity option is that you will give up a portion of your monthly income in order to ensure that the regular payment installments won't end upon your death. You will need to sacrifice now in order to benefit later.
What are the 4 types of annuities?
There are four basic types of annuities to meet your needs: immediate fixed, immediate variable, deferred fixed, and deferred variable annuities. These four types are based on two primary factors: when you want to start receiving payments and how you would like your annuity to be invested.
Can annuities be combined?
A split funded annuity is better defined as an annuity strategy, rather than a separate type of annuity. This strategy aims to provide immediate tax advantaged income by combining two annuities to achieve a specific goal.
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