Apriem financial planner, Chris Whitaker, joined the Retire Ahead newsletter to discuss elements that draw investors toward annuities and what aspects may deter investors from selecting an annuity. Below is an excerpt:
“An annuity is attractive to certain investors, because it takes the emotions out of the investment,” says Christopher Whitaker, a financial planner from Apriem Advisors in Irvine, California. “You could build a great portfolio out of stocks and bonds, but you’ll experience price fluctuations, which make some people uncomfortable.”
Read the full article here.