ATTORNEY NEWSLETTER Be Wary of Annuities Commissions, Fees and Surrender Charges Drain Your Savings One commentator recently summed it all up when it comes to annuities: “Annuity companies and annuity peddlers are...
Category: Annuities
California Annuity Attorney: Annuities in IRAs
July 31, 2018
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...
San Francisco and California Elder Abuse and Annuity Attorneys: Concealed Annuity Replacements
July 24, 2018
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....
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...
Marin County and California Elder Abuse, Annuities and Securities Attorneys: Variable Annuities and Seniors
July 9, 2018
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...