PFBlog logo

My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 36 with at least $1 million.

  Home | Feed: feed-icon.gif | About | Progress: June 07: $756,924 | Best of PFBlog | Product Reviews | PFBlog Digest | Disclaimer | Advertise | Contact Me

...

Annuity's Many Benefits #3: Tax Free Change to Investment Choices





Why should you consider annuity as an integral part of your investment plan? Here is our point-by-point breakdown of annuity's many benefits:

From :

Tax-free Transfers Among Different Investment Options

In contrast to mutual funds and other investments made with “after-tax money,” with annuities there are no tax consequences if you change how your funds are invested. This can be particularly valuable if you are using a strategy called “rebalancing,” which is recommended by many financial advisors. Under rebalancing, you shift your investments periodically to return them to the proportions that you determine represent the risk/return combination most appropriate for your situation.

What do you think of this post? Be the first to share your opinions.

Enjoy the latest personal finance news and commentary at PFBlog Network.
Similar Posts

Annuity's Many Benefits #5: Lifetime Income Stream (August 24, 2006)
Why should you consider annuity as an integral part of your investment plan? Here is our point-by-point breakdown of annuity's many benefits:
Annuity's Many Benefits #4: Rich Selection of Investment Options (August 23, 2006)
Why should you consider annuity as an integral part of your investment plan? Here is our point-by-point breakdown of annuity's many benefits:
Annuity's Many Benefits #2: Protection from Creditors (August 21, 2006)
Why should you consider annuity as an integral part of your investment plan? Here is our point-by-point breakdown of annuity's many benefits:
Annuity's Many Benefits #1: Tax Deferral (August 21, 2006)
Why should you consider annuity as an integral part of your investment plan? Here is our point-by-point breakdown of annuity's many benefits:

Comments
Add Your Comments









Remember personal information?








Read More ... All Other Posts In The Same Category

PREMIUM SPONSORS

Car Loans
Dallas Bankruptcy Attorney
Personal Loans
Car Finance
Homeowner Loans
Cheap Car Insurance
Mortgages UK & CCJ Mortgage
Used Cars
Loans
Commercial Mortgages and Business Loans
Guaranteed Car Finance
Payday Loan
Personal Loan
Student Loan Consolidation.com
Secured Loans
Bad Credit Loans - Free Quote