Free Virtual Event
Annuities: Where They Fit in Your Retirement Paycheck.
Wondering where your paycheck comes from once you stop working?
A lot of people are.
Watch Stewart and Mitch go through the questions they hear most about annuities.
Who it’s for:
Anyone curious about annuities, or who already owns one and has questions.
Investment advisory services offered through Alphastar Capital Management, LLC, an SEC-registered investment adviser. Fixed insurance products offered directly through ClearPath Retirement Planning, LLC. This page is for informational purposes only and is not personalized investment, tax, or legal advice. Annuity guarantees depend on the claims-paying ability of the issuing insurance company. Annuities may have surrender charges, limits on withdrawals, and other terms. Examples shown are hypothetical, are not predictions, and do not represent any specific product. Rates, participation rates, and caps can change. Annuities may not be right for everyone.
What we’ll cover:
Why annuities have a mixed reputation.
Fees and access to your money depend on the type.
The main types and how each one works.
Variable, immediate, fixed, and indexed.
Where they may fit, and where they may not.
An annuity isn't right for everyone. Plus what to ask about one you own: Does it have a cap? A participation rate? An income rider? What does it cost?