


What factors should you consider when comparing annuity quotes
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what is an immediate annuity Informational
- What are expense charges in an annuity contract
- What triggers the annuitization phase of an annuity
- What are the advantages and disadvantages of a joint and survivor annuity
- They may require insurance agents and brokers to have a reasonable basis for their annuity recommendations
- How can immediate annuities be used to fund charitable giving in retirement
- Assess your guaranteed income needs in retirement from sources like Social Security and pensions
- The tax implications should be carefully considered when deciding whether to fund an immediate annuity with tax-advantaged or taxable savings
- Do immediate annuities have high fees
- Analyze your other assets and income sources available in retirement
- For married individuals, a joint and survivor annuity can provide income for the surviving spouse
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