JoeAnnuity
Expert
- 31
Does anyone know what the author is referring to in this Annuity Outlook article?
(sorry I cant post the link to the article, but google "fifo-fixed indexed annuity"
Much has changed in the last year and now there are even more powerful tools available to help clients bridge the gap while delaying Social Security and creating a steady stream of retirement income. Two products I’d like to introduce are what I call a FIFO™ FIA (First In/First Out Fixed Indexed Annuity)
and
The other investment would be a fixed index annuity with a FIFO™ (First In/First Out) withdrawal feature that would be funded with the remaining $200,000. This is a new feature available on select annuity products that allows policyholders to delay all tax liability until 100% of basis is first recovered.
(sorry I cant post the link to the article, but google "fifo-fixed indexed annuity"
Much has changed in the last year and now there are even more powerful tools available to help clients bridge the gap while delaying Social Security and creating a steady stream of retirement income. Two products I’d like to introduce are what I call a FIFO™ FIA (First In/First Out Fixed Indexed Annuity)
and
The other investment would be a fixed index annuity with a FIFO™ (First In/First Out) withdrawal feature that would be funded with the remaining $200,000. This is a new feature available on select annuity products that allows policyholders to delay all tax liability until 100% of basis is first recovered.