Wednesday, February 8, 2017

401K, Annuities and Retirement

For almost forty years now, 401(k) plans, individual retirement plans, and other types of qualified retirement plans and accounts have been the most common way for people to save for retirement. It used to be that the pension was the popular way to put away money for retirement, but, ultimately, pensions had so many faults that most people now steer clear of them   


Some of the issues that people had with pensions were things like losing money if a place of employment was left before reaching a certain number of years, having great difficulty or being unable to access pension funds before retirement, and being unable to control the asset base.

Fortunately, though, 401(k)s and most other retirement plans don’t have these types of issues. Now, people who hold such plans can withdraw or roll over the funds in their accounts if they change employers. They can also control the asset base and get a “loan” from their own accounts if needed.

None of this is to say, of course, that 401(k)s or any other plans are perfect. No, they still have some issues as well, such as having to guarantee income and being reliant on the market. This is why many people are moving into purchasing annuities in today’s world.

Annuities, which can be purchased through insurance providers, guarantee some type of payout over a period of time. There are immediate annuities, which immediately start growing money from the moment the annuity is purchased, as well as deferred annuities, which grow even before you activate annuitization, and guarantee a monthly payout.

You are able to decide whether you want an immediate or deferred annuity as well as whether you want a fixed annuity, a variable annuity, or a fixed indexed annuity. Special “riders” or guarantees can also be added to annuities to make them more beneficial to you.


If you think that annuities sound like they could be a good match for your needs, then talk with your accountant or financial adviser to determine which one is the best fit for you!

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