Getting Started in Annuities,9780471283034

Getting Started in Annuities

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Edition: 1st
ISBN13: 9780471283034
ISBN10: 0471283037
Format: Paperback
Pub. Date: 1998-10-30
Publisher(s): Wiley
List Price: $28.85

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Summary

This handy volume provides a thorough examination of annuities, revealing exactly what they are, the kinds available, how they work, and what advantages they have over other investments.

Author Biography

GORDON K. WILLIAMSON is an attorney, financial planner, and branch manager of LPL Financial Services. He is the author of fifteen books on annuities, mutual funds, and other investment topics.

Table of Contents

Introduction 1(2)
Chapter 1 What an Annuity Is and How It Works
3(13)
Chapter 2 Types of Annuities
15(17)
Chapter 3 Advantages of Annuities
32(30)
Chapter 4 Disadvantages of Annuities
62(13)
Chapter 5 Features of Fixed-Rate Annuities
75(13)
Chapter 6 Features of Variable Annuities
88(29)
Chapter 7 Variable Annuity Investment Choices
117(27)
Chapter 8 Variable Annuities versus Mutual Funds
144(12)
Chapter 9 Equity-Indexed Annuities
156(36)
Chapter 10 Reviewing the Insurance Company
192(7)
Chapter 11 Insurance Company Ratings
199(10)
Chapter 12 Tax-Sheltered Annuities
209(11)
Chapter 13 Your Financial Plan and Annuities
220(9)
Chapter 14 Commonly Asked Questions
229(22)
Appendix A Taxable versus Tax-Deferred Vehicles 251(6)
Appendix B Variable Annuity Subaccount Performance 257(10)
Appendix C Variable Annuity Performance versus Mutual Fund Performance 267(6)
Appendix D The Rule of 72 273(6)
Appendix E Split Annuities 279(2)
Appendix F The Roth IRA versus Annuities 281(4)
Appendix G The Value of Annuities after 1997 Tax Changes 285(4)
Appendix H An Example of Bad Luck 289(4)
Appendix I Variable Annuity Directory 293(4)
Glossary 297(8)
Index 305

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