On your website I am looking for information about “Immediate Deferred Annuities “ which allows me to set the start date for the income stream to start. Starting sooner than 2 or 3 months.
I believe you are looking for a SPIA quote! Here is the link below: www.stantheannuityman.com/annuity-calculators/spia If you have any questions, don’t hesitate to book a call with me: www.stantheannuityman.com/book-a-call/
Great content Stan. You really do a great job explaining things. I have a variable annuity with Brighthouse that I’ve had since 1998, and now that I’m past the 59.5 point I thought to either annuitize it or roll it over to an IRA. But apparently I can’t rollover to an IRA, which really surprised me. I am told that my only options are to annuitize or do a 1035 exchange to another annuity. What would you recommend in this scenario? If I do an exchange what product makes sense?
Thanks for watching! For me to give you an answer about your specific situation, please feel free to book a call with me! www.stantheannuityman.com/book-a-call/
’m 76 and have about $290k in an annuity. I have had to take distributions since I was 70 1/2. The company- Venerable- keeps sending me letters saying I can take a certain amount of money each month for "the rest of my life". I think the last letter said the amount was $2,200 a month. If I live 10 more years I would be 86. So if I was to do that- take the $2,200 “ for life” right now, the money would be almost all gone in 10 years by the time I turn 86-right? I really do not WANT to live past age 86 but if I did, would they still keep paying me? $2,200 a month x 12 months= $26,400 a year $26,400 a year x 10 years = $266,200
There is not a blanket answer for this question... feel free to book a call with me if you'd like to discuss further. www.stantheannuityman.com/book-a-call
I always enjoy your videos and learn something new every time I listen to one I’m getting ready to turn 65 and want to retire but I need monthly income and I like the MYGA strategy Need to generate at least $24,000 a year and I have the money to do that if they’ll let me invest that much I guess I need to schedule a call
Great inforation Stan as always, your so full of,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,Knowledge!!! REALLY
Thanks for watching!
On your website I am looking for information about “Immediate Deferred Annuities “ which allows me to set the start date for the income stream to start. Starting sooner than 2 or 3 months.
I believe you are looking for a SPIA quote! Here is the link below:
www.stantheannuityman.com/annuity-calculators/spia
If you have any questions, don’t hesitate to book a call with me:
www.stantheannuityman.com/book-a-call/
Great content Stan. You really do a great job explaining things. I have a variable annuity with Brighthouse that I’ve had since 1998, and now that I’m past the 59.5 point I thought to either annuitize it or roll it over to an IRA. But apparently I can’t rollover to an IRA, which really surprised me. I am told that my only options are to annuitize or do a 1035 exchange to another annuity. What would you recommend in this scenario? If I do an exchange what product makes sense?
Thanks for watching! For me to give you an answer about your specific situation, please feel free to book a call with me!
www.stantheannuityman.com/book-a-call/
What is the penalty on a fixed interest rate annuity if you take all money out before the guarantee term date?
Great question, please feel free to book a call with us to discuss!
www.stantheannuityman.com/book-a-call/
How do RMD fit into a withdrawal plan Does the co calculate your value
Great question, please feel free to book a call with us to discuss:
www.stantheannuityman.com/book-a-call/
’m 76 and have about $290k in an annuity. I have had to take distributions since I was 70 1/2.
The company- Venerable- keeps sending me letters saying I can take a certain amount of money each month for "the rest of my life".
I think the last letter said the amount was $2,200 a month.
If I live 10 more years I would be 86. So if I was to do that- take the $2,200 “ for life” right now, the money would be
almost all gone in 10 years by the time I turn 86-right?
I really do not WANT to live past age 86 but if I did, would they still keep paying me?
$2,200 a month x 12 months= $26,400 a year
$26,400 a year x 10 years = $266,200
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/
Can I start withdrawing my monthly payments immediately
Great question, please feel free to book a call with us to discuss!
www.stantheannuityman.com/book-a-call/
I am disabled. Totally dependent on care from another person. I am over 65. Can I take out a lump sum of my annuity with out penalty?
There is not a blanket answer for this question... feel free to book a call with me if you'd like to discuss further. www.stantheannuityman.com/book-a-call
I always enjoy your videos and learn something new every time I listen to one
I’m getting ready to turn 65 and want to retire but I need monthly income and I like the MYGA strategy
Need to generate at least $24,000 a year and I have the money to do that if they’ll let me invest that much
I guess I need to schedule a call
Thanks for watching! When you are ready, you can book a call here:
www.stantheannuityman.com/book-a-call/