Many of us think of our 401K or IRA account as the source of our retirement income. The question is, how much income will it provide? Regardless of the amount of money we have saved, it is difficult to determine the exact amount of income we will obtain from it, in part because the principle we are earning money off of may go up or down depending on the market, and it can do so month to month, and year to year. Not knowing what we can count on makes it even more difficult to plan for retirement. That is why I thought to share with you this week’s article. The author was very direct when he wrote “Unlike a pension, annuity income is not an obligation of the employer, but of the insurance company. Unlike investments, annuity income is based on guarantees and not dreams and hopes.” Call us if you’d like to understand whether what you have set aside as your retirement fund is based on “guarantees” or “dreams and hopes”. We’re always here to help.
GUARANTEES OR DREAMS AND HOPES?
*DISCLAIMER: This Newsletter is for informational purposes only and does not constitute a complete description of our services or performance. This Newsletter is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this Newsletter should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIES, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement or joint venture. ® and TM denote registered trademarks in the United States and other Countries.
This commentary was created by a third-party for the Agent’s use. NTM 08-27.