Annuity selection Flow chart

7 votes

A flow chart that will help guide a client to choose the best Annuity Product for their particular situation.

Under consideration Suggested by: Paul Michael Paquette (12 Feb, '22) • Upvoted: 27 Mar • Comments: 2

Comments: 2

18 Jun, '21
David Felte Merged
Love This Suggestion!
16 Jun, '22
ChrisGranger Admin
"When is it approriate to invest in a QLAC?" (suggested by Stephanie Vokral on 2018-12-06), including upvotes (4) and comments (1), was merged into this suggestion. Original language from this merged suggestion: "QLACs are not for everyone, especially if you are in a low income tax bracket or need all the income from your RMDs. So, when is it appropriate? When you do not need the income from your RMD and you are in high tax bracket. Be careful of creating too much taxable income later in life. It may be a handy estate planning tool as well."

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