Judson Forner, director of investment marketing at Akron, Ohio-based ValMark Securities, adds, "Retirees tend to live within the means of their Social Security or pension income, and if a stable paycheck from an annuity can provide those boundaries, it can be an appropriate outside-the-box solution.  However, if the allure of dipping into the contract value is too strong, then it should be avoided," he says.  
 

First « 1 2 » Next