From the category archives:

Annuities

Best solution for investors who need safety of principal with a reasonable rate of return.

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Ben Bernanke’s Annuities

by Chris on November 4, 2009

Not sure what to think about annuities? Consider what Ben Bernanke invests in.

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What is a Participation Rate?

by Chris on September 17, 2009

How Annuity Participation Rates and Caps work.

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Annuity Surrender Values and Charges

by Chris on May 22, 2009

What’s your Annuity’s Surrender Value? Depends on MVA.

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Some Annuities currently have a Positive Market Value Adjustment (MVA), giving fixed annuity owners an opportunity to surrender the policy, netting above and beyond the annuity value.

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Had enough of this market?

by Chris on February 24, 2009

Equity-Indexed Annuities offer great potential for high rate of return with no loss of principal.

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Alternative to a CD - 5% Guaranteed Rate

by Chris on February 8, 2009

Compares the Fixed Annuity to other fixed income investments such as CD’s and U.S. Treasuries.

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