you are a breath of fresh air .I just baught an annuity from clear spring life and annuity.. 260 k and we moved my traditional Ira and Roth over too . like the guy just wanted all my $$ to the insurance company.. I signed on Tues, 6 11- 24.. he would even tell me what my pay streem would be at 65 I'm 61 I feel like I wS hustled in into it the guy was rude too
Stan- coming up to the Lodge Ponte Vedre this weekend to celebrate our daughter's Master's graduation from UNF. Dinner planned at Valley Smoke. Love this video once again educating me on MVA. But more importantly after our phone conversation, how you continue the conversation making you so attractive being America's #1 Annuity Agent! Best to you! Thanks again.
Hi Stan. Enjoyed your video. I've been retired 5 years. I bought an indexed annuity when I was 63. In 3 years I'll be able to start an income stream that includes the 20% bonus that was in the contract. But I'm thinking about transferring it to another tax deferred investment before I begin the income stream. I understand I will lose the 20% bonus which only applies went I begin the income stream. If I understood your video, I can transfer my IRA annuity to another IRA investment (i.e. IRA index fund) with no surrender changes at that time. Is that right? thanks.
Checkout my video on IRA annuities! IRA Annuity - Convert, Roll Over & Other Tricks (TAM Classic) ruclips.net/video/qJ7OgctJoDk/видео.html If you have any other questions, please feel free to book a call with us: www.stantheannuityman.com/book-a-call/
I'm not sure what type of annuity you have, but annuities are designed for lifetime income or funds to be held longer term. Since I'm not the person your purchased the annuity from, I suggest you contact the insurance company to find out your options.
In the annuity world "maturity" means when the contract has to be annuitized, usually between ages 90 - 115 depending on the contract. If you mean at the end of a guaranteed interest rate period, usually yes. Check your contract to see what your options are at the end of the guarantee period.
I'm not clear on your question. Can you take a loan from an annuity? It depends. Book a call with me and we can discuss. www.stantheannuityman.com/book-a-call/
Hey, thank you for all that information. A few years ago I moved my Roth IRA (4K a year) to the NYL and they converted on an Flexible Premium Variable Annuity. I want to open a VTI portfolio for 2k Roth IRA With low fees. Should I close the annuity and move the Roth IRA value to my portfolio ones open? Thanks
Victor - I can't advise you on moving your funds from a variable annuity into a VTI. Both are securities and I only work with fixed annuities. Thanks for watching.
my financial planner wanted me to buy a fixed annuity so I can pull the money out in an emergency. He said it will bring me a monthly income of over $900 per month starting immediately for $140,000 investment. Is that true
My agent is telling me to cancel my qualified Jackson National variable annuity to Lincoln National citing that Lincoln offers a better payout rate of 5.9% from Jackson’s 5%. Also my seven figure account value has, in his opinion, achieved a peak in terms of performance and the markets will likely fall due to the elections so it’s timely to make the move. There are no surrender charges. I’ve had this contract for 14 years and got other concerns as well over this situation. I’m 73 and want to roll this into a joint SPIA with a ten year cash refund and be done with this variable product.
What’s con,, of LUMP SUM payout, on a taxable event. Great Videos
Hi Stan tha Annuity man, live your honesty and your explanations of Annuities. Thanks I learned a great deal.
Thanks so much for the info, Stan. Wish I'd found you a long time ago!
Happy to help!
Same =here=!
you are a breath of fresh air .I just baught an annuity from clear spring life and annuity.. 260 k and we moved my traditional Ira and Roth over too . like the guy just wanted all my $$ to the insurance company.. I signed on Tues, 6 11- 24.. he would even tell me what my pay streem would be at 65 I'm 61 I feel like I wS hustled in into it the guy was rude too
Sorry to hear that. Please feel free to book a call with us to discuss your situation:
www.stantheannuityman.com/book-a-call/
Im in a fixed annuity, term came due after 7 yrs, i renewed for 3 more yrs. What can i do with it after the term is up again?
Great question, please feel free to book a call with us to discuss!
www.stantheannuityman.com/book-a-call/
Stan- coming up to the Lodge Ponte Vedre this weekend to celebrate our daughter's Master's graduation from UNF. Dinner planned at Valley Smoke. Love this video once again educating me on MVA. But more importantly after our phone conversation, how you continue the conversation making you so attractive being America's #1 Annuity Agent! Best to you! Thanks again.
Lee, thank you for the kinds words! I'm glad you are learning from my videos.
Hi Stan. Enjoyed your video. I've been retired 5 years. I bought an indexed annuity when I was 63. In 3 years I'll be able to start an income stream that includes the 20% bonus that was in the contract. But I'm thinking about transferring it to another tax deferred investment before I begin the income stream. I understand I will lose the 20% bonus which only applies went I begin the income stream. If I understood your video, I can transfer my IRA annuity to another IRA investment (i.e. IRA index fund) with no surrender changes at that time. Is that right? thanks.
Checkout my video on IRA annuities!
IRA Annuity - Convert, Roll Over & Other Tricks (TAM Classic)
ruclips.net/video/qJ7OgctJoDk/видео.html
If you have any other questions, please feel free to book a call with us:
www.stantheannuityman.com/book-a-call/
I went out of my annuity and can't get out
I'm not sure what type of annuity you have, but annuities are designed for lifetime income or funds to be held longer term. Since I'm not the person your purchased the annuity from, I suggest you contact the insurance company to find out your options.
@@StanTheAnnuityMan probably has surrender fees 99.9% sure
Plus if it is down then that’s another loss..
Stan if you had a $100000 what annuity would be best to invest in?
Great question, please feel free to book a call with me!
www.stantheannuityman.com/book-a-call/
I think I want out of my AIG variable Annuity.
Head to my website and book a call. We can discuss if that is the right move for you. www.stantheannuityman.com/book-a-call/
I got 150k want to put in 10 year fixed annuity. Is that the best thing for me?
For me to give you an answer about your specific situation, please feel free to book a call with us!
www.stantheannuityman.com/book-a-call/
How can I call you ?
Hey there! You can schedule a call by clicking on the link below:
www.stantheannuityman.com/book-a-call/
Can i get my money back w/interests after its maturity, Fixed Anuity?
In the annuity world "maturity" means when the contract has to be annuitized, usually between ages 90 - 115 depending on the contract. If you mean at the end of a guaranteed interest rate period, usually yes. Check your contract to see what your options are at the end of the guarantee period.
Can I get a loan
I'm not clear on your question. Can you take a loan from an annuity? It depends. Book a call with me and we can discuss. www.stantheannuityman.com/book-a-call/
Are you calling MYGA a Deferred Annuity? I thought a deferred annuity a longevity annuity
Hey, thank you for all that information.
A few years ago I moved my Roth IRA (4K a year) to the NYL and they converted on an Flexible Premium Variable Annuity.
I want to open a VTI portfolio for 2k Roth IRA
With low fees.
Should I close the annuity and move the Roth IRA value to my portfolio ones open?
Thanks
Victor - I can't advise you on moving your funds from a variable annuity into a VTI. Both are securities and I only work with fixed annuities. Thanks for watching.
@@StanTheAnnuityMan thank you for answering 🙏
my financial planner wanted me to buy a fixed annuity so I can pull the money out in an emergency. He said it will bring me a monthly income of over $900 per month starting immediately for $140,000 investment. Is that true
For me to give you an answer about your specific situation, please feel free to book a call with us!
www.stantheannuityman.com/book-a-call/
how do I contact you
My agent is telling me to cancel my qualified Jackson National variable annuity to Lincoln National citing that Lincoln offers a better payout rate of 5.9% from Jackson’s 5%. Also my seven figure account value has, in his opinion, achieved a peak in terms of performance and the markets will likely fall due to the elections so it’s timely to make the move. There are no surrender charges. I’ve had this contract for 14 years and got other concerns as well over this situation. I’m 73 and want to roll this into a joint SPIA with a ten year cash refund and be done with this variable product.
Solid Gold 😎🇺🇸