Let me start by answering that question…if an annuity fits your investment objectives than there is no reason that an annuity should not go in your IRA. Okay all you smarty pants out there who keep arguing that it is tax deferred and it does not belong in your IRA…SO WHAT??? The fact that it [...]

Okay, so I can tell you I have sat in front of countless numbers of people who have made mistakes when purchasing and owning annuities. And I have visited people who wish they never got involved in an annuity. And I have seen people who say that their annuity is their worst nightmare…So what is [...]

I just feel compelled to clarify some things about these highly misunderstood vehicles. And for all intents and purposes, I am referring to the same vehicle when I talk about equity index annuities or index annuities.
First of all, whoever called the “equity” index annuities wasn’t really thinking. The reason I say that is because many [...]