Time for a Fresh Look at Annuities?

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The main investment objective of baby boomers should be to protect their lifetime savings. Annuities do that, although locking in today’s low interest rates is undesirable. But there are other approaches that mitigate risk, too.

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It is amazing how inflation can eat away at your investments. Consider these four areas that the IRS does not adjust for inflation, and how to help your clients avoid what is in effect extra taxes because of it.