Hello dear Jessica, Michael, I am a financial adviser from Australia. I was just wondering what your investment belief(s) is / are? That is, active / passive / managed accounts / bespoke, etc ?
I would like to work with professionals who would assist me in selecting the best FIA for me, without turning over the rest of my retirement nest egg as AUM. Are there professionals who offer such help?
Wow that was a ton of great information. Thanks so much! I have lots to think about.
Great explanation of a FIA to solve a very complex retirement strategy based on an individuals retirement needs. Appreciate the illustration.
This was explained nice and clear. Thanks for the upload.
Are annuity payments taxed as regular income or Long term Capital Gains?
Great video
I have a variable annuity from an old job. What is the difference between fixed and variable?
You allocate indexes with certain percentage and variable is like stocks
Thank you
You're welcome, Brian!
Hello dear Jessica, Michael, I am a financial adviser from Australia. I was just wondering what your investment belief(s) is / are? That is, active / passive / managed accounts / bespoke, etc ?
Can I take from my 401k and fund a FIA in my wife’s name with me as beneficiary. She is older and would get higher payout?
No, wife can be benefiary
I would like to work with professionals who would assist me in selecting the best FIA for me, without turning over the rest of my retirement nest egg as AUM. Are there professionals who offer such help?
Look for Stan the annuity man