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Financial Planning Certificate Request more Information. Become a financial planner. Manage your clients' finances - income, assets, and tax management. Forge detailed plans to outline how your clients can best achieve their financial goals. Work independently as a consultant or with banks, brokerage firms, insurance companies, accounting firms, and more.
Variable Annuities - What You Should KnowBefore you buy a variable annuity, you should know some of the basics – and be prepared to ask your insurance agent, broker, financial planner, or other financial professional lots of questions about whether a variable annuity is right for you.
About Annuities SEC Annuities may be single or flexible-payment; fixed or variable; deferred or immediate. No matter the type, annuities are financial contracts with an insurance company that are designed to be a source of retirement income. This pamphlet will help you decide if an annuity is right for you and help you to choose the type of annuity that best meets your needs.
Consider annuities -- but as a last resort When you've exhausted your traditional retirement choices, consider this tax-deferred vehicle. You can get a regular check, but the costs can be high.
FAQs - Pensions and Annuities IRS IRS Frequently Asked Questions about Pensions and Annuities.
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