Annuities

Annuities come in different types, features, costs, restrictions, and purposes. Guarantees, when applicable, depend on the contract terms and the issuing company. Early withdrawals may be subject to contract restrictions, charges, or tax consequences. An annuity may not be appropriate for every person — individual circumstances should be reviewed before any product decision.

What to expect

• · General education on the concepts, terminology, and trade-offs involved.
• · How this topic fits into a broader financial picture.
• · Key options or considerations, presented neutrally.
• · Questions to consider before making a decision.
• · Links to related TrueWealth lessons and resources when available.