Types of
Annuities
Investing is about knowledge. Knowing the different options
available in annuities will help you find the annuity that will
work best for you. There are many, many annuities for sale. A
professional can help you make sense of them and find the right
one for your life and financial circumstances.
Annuities, like most things, come in different varieties to
meet your needs. Some of these will be determined for you, like
how you pay for the annuity, and some you will decide. As with
all financial products, it is a good idea to have your plan
checked by a financial planning professional before you
invest.
How Annuities are Purchased
The first choice in annuities is how they are purchased. An
annuity can either be purchased all at once or in pieces. Lump
sum annuities is self defined. Put it all in at once, and watch
it grow. You may also set up a monthly payment, allowing even
the economically challenged to afford it.
Fixed Annuity
The three main types of annuities are 'Fixed', 'Variable',
and 'Hybrid'. A Fixed annuity guarantees a certain interest
rate on your investment. Naturally, this will not be a large
figure, but it will make sure you don't lose your principal,
and will even gain a specified interest in return. Like 'Blue
Chip' stocks of years gone by, it is a slow, steady growth.
Variable Annuity
A variable annuity is an investment where your payments are
based upon the performance of mutual funds that you choose from
a list. You can choose those you feel will make money, or you
can let the company decide. The main difference in this type is
that, if the market does poorly, you could even lose all of
your money!
Hybrid Annuity
Hybrid annuities offer some of the performance of variable
annuities with a guaranteed minimum payment. That way you can
take advantage of the market's performance while ensuring that
you don't lose your principal. Your financial advisor can give
you good advice on this type of annuity.
Annuity Payments
You will also have choices when it comes time to start
drawing on the annuity, which is why it is called
'annuitizing'. You can choose to be paid in one lump sum , or
you can be paid out over time. If you take periodic payments,
you can choose to be paid for the rest of your life, and gamble
that you will beat the odds and live longer than they figured
without running out of your annuity funds; or you can choose to
take a little less and guarantee that you-- or your beneficiary
--will be paid for a certain number of years. You can even
protect two people's income by specifying that the survivor
keeps getting paid. Of course, the monthly check will be
smaller.
As with many financial products, annuities are worded to
sound fancy and confusing. It helps with marketing. The main
difference between annuities is how much you get paid. To
compare annuities, ask how much they pay for $100,000 per
month. This will let you decide which annuity pays you the best
over time.
Annuity
for Retirement Income
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