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Blog : Annuities

Why Fee-Only Fiduciary Financial Advisors Should Be Considering No-Commission Fixed and Indexed Annuities for Conservative High Net Worth Clients over Traditional Bond Investing

Summary: Conservative clients traditionally allocate larger percentage of their assets to bond funds in order to seek long-term principal protection and stability. However, the effect of high ordinary income tax consequences and the loss of long-term return due to volatility makes this inefficient. In this article we demonstrate how no-commission annuities (which invest in long-term investment grade bonds within a tax-deferred and reduced vo...

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