Does An Annuity Fit Within My Financial Plan?
This checklist will help you determine if an annuity is a good fit for your financial plan. It includes considerations such as your risk tolerance, your current and future cash flow needs, and tax implications. It also takes into account your existing investments, financial goals, and other important factors. With this checklist, you can make an informed decision about whether or not investing in an annuity is right for you.
