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Are you considering annuities as part of your retirement planning? A recent Barron’s article highlights some critical concerns that potential investors need to be aware of. Despite annuities promising CD-like savings with additional tax advantages, an in-depth investigation by Barron’s has exposed substantial risks, particularly with products from Advantage Capital’s insurers. From potential conflicts of interest to heavy investments in less liquid assets, the article reveals how the alluring security offered by these financial instruments might not be as robust as advertised.

Read the complete article by Jacob Adelman on Barrons.com for a detailed look at what’s really happening in the increasingly risky annuity market: Annuities Are Soaring in Popularity: They’re Not All as Safe as They Seem

 

Elder law attorney, Terry Garrett, CELA, is a member of the National Academy of Elder Law Attorneys and is an Approved Guardianship Attorney. She assists people in elder law, estate and special needs planning, guardianship and settling estates. She graduated with honors from Cornell University. She was on the Dean’s List at Wharton Business School. She earned her J.D. at Columbia Law School, receiving the Parker Award and a Mellon Fellowship.

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