TITLE

How to turn an Annuity Policy into Monthly Income

AUTHOR(S)
Duff, Richard W.
PUB. DATE
November 2000
SOURCE
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p42
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Part I. Compares payout annuities with some alternative asset liquidation arrangements. Gradual liquidation of safe capital for a specific period; Gradual liquidation of equity capital for a specific period; Gradual liquidation of capital from a fixed payout annuity for a specific period.
ACCESSION #
3762546

 

Related Articles

  • Asset allocation crucial to variable-annuity investors. Mundinger, Richard // Inside Tucson Business;3/11/96, Vol. 5 Issue 50, p14 

    Discusses how the variable annuity works and the importance of correct asset allocation. When a variable annuity works; Avoiding needless risk.

  • Cement fund switches to money purchase plan. Jacobius, Arleen // Pensions & Investments;3/5/2001, Vol. 29 Issue 5, p35 

    Reports on the redirection of the Cement and Concrete District Council Annuity fund to a member-directed money purchase plan in New York. Plans of the trustees to change asset allocation of the plan; Restrictions based on monetary considerations; Advantages of the money purchase plan.

  • Assessing annuity's role in asset allocation plan. Streiff, Thomas // National Underwriter / Life & Health Financial Services;5/6/96, Vol. 100 Issue 19, p18 

    Analyzes the aim of asset allocation and looks at the role of annuities in asset allocation. Diversification of using variable annuities; Questions if returns can be increased by using variable annuities; Why variable annuities will outperform mutual funds; Difficulty of evaluating fixed...

  • Asset Allocation Seen As Risk-Reducer. Koco, Linda // National Underwriter / Life & Health Financial Services;6/3/2002, Vol. 106 Issue 22, p32 

    Discusses the use of asset allocation in reducing risk in annuities. Function of asset allocation; Scope of risks involved in annuities; Difference between allocation and diversification.

  • Venturesome, Just Not Aggressive.  // LAN: Life Association News;Jul99, Vol. 94 Issue 7, p22 

    Discusses retirement asset allocation. Variable annuities as retirement savings plans; Figures for the leading classes of VA assets as of the end of 1994, 1996 and 1998 and through the first quarter of 1999; Growth in stock prices.

  • The Key to Effective Asset Allocation. Quitter, Carsten // Advisor Today;Mar/Apr2013, Vol. 108 Issue 2, p29 

    The article offers information on creating portfolio with specific asset allocation of large insurance provider or an individual. It mentions that a financial advisor should make a portfolio's risk/return ratio after determining client's risk tolerance. It informs that fixed index annuities...

  • Meeting the cost of care. Bolland, Mark // Money Marketing;7/8/2004, p52 

    Presents a question-and-answer advisory related to life annuity. Allocation of assets; Net income from assets; Assessment of the income shortfall.

  • The Tax Advantages of VAs in Today's World.  // On Wall Street;Aug2010, Vol. 20 Issue 8, pA1 

    The article discusses the role of variable annuities (VA) as investments that can be used to defer taxes. It describes the tax flexibility and control offered by VA, such as tax-free exchanges within nonqualified VA wherein buyers can alter their asset allocations within a VA without incurring a...

  • Editorial. Satchell, Steve // Journal of Derivatives & Hedge Funds;Nov2014, Vol. 20 Issue 4, p199 

    An introduction is presented in which the author discusses various reports on topics including development in hedge funds, asset allocation, and liquidity risks.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics