Maximize the Wealth for Your Future Generations
Henry Montag, CFP, CLTC | March 30th, 2008In today’s volatile investment climate, which you may have noticed, an Immediate annuity may be an
excellent investment vehicle for the individual who wants to assume absolutely no market risk yet be provided with a guaranteed income for the rest of their lives. With the assurance that it will be significantly higher than what could be earned in a CD. I suppose a favorable tax treatment wouldn’t hurt either right?