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Category: Annuities

Jul 31, 2018 - Annuities by |

California Annuity Attorney: Annuities in IRAs

ATTORNEY NEWSLETTER Be Wary of Annuities in IRA Accounts Tax deferral is the key to successful retirement savings. IRAs, 401(k)s, SEPs and the like offer deferral and savers can see their retirement savings grow tax-free until it’s time to withdraw without penalty after age 59 ½. Annuity salesmen often counsel […]

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Jul 24, 2018 - Annuities by |

San Francisco and California Elder Abuse and Annuity Attorneys: Concealed Annuity Replacements

ATTORNEY NEWSLETTER Inappropriate Annuity Replacements Churning Annuities Be careful whenever an insurance agent recommends you replace an existing annuity or whole or universal life insurance policy with a new one. Replacements of existing policies result in commissions payable for the new policy, surrender charges for the old policy and a […]

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Jul 17, 2018 - Annuities by |

Marin County, San Francisco and California Elder Abuse, Annuities and Securities Attorneys: Deferred Annuities and Market Fluctuation

ATTORNEY NEWSLETTER Beware of Deferred Annuities Many analysts see a market correction on the horizon as severe as the drop ending the dotcom bubble back in 2000. Insurance agents seize on such negative forecasts when pushing seniors and those soon to retire toward fixed or indexed annuities and life insurance. Proceed […]

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Jul 9, 2018 - Annuities by |

Marin County and California Elder Abuse, Annuities and Securities Attorneys: Variable Annuities and Seniors

ATTORNEY NEWSLETTER A Closer Look At Variable Annuities and Seniors Variable annuities are complex annuity contracts with securities and insurance features. Returns on variable annuities fluctuate with the market making these complicated contracts especially dangerous for seniors. The complexity and confusion surrounding the terms of variable annuities can lead to […]

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