annuities Archives

Popular IRAs Have Dark Downsides, Experts Warn

Weaknesses And Strengths Of Wealth Management Advisers, Service Models - AZ Business Magazine June 2010

IRAs and annuities are growing in popularity as retirement investment options, according to recent surveys, but three financial experts warn they can have serious disadvantages. “Last year, four out of 10 U.S. households had IRA accounts – that’s up from 17 percent two decades ago,” says CPA Jim Kohles, chairman of RINA accountancy corporation, citing… Read More →

Investment Products: Which Is Best For Me?

Investment Products
by in Columnist Spotlight | Finance

Investment Products: Which Is Best For Me? The financial industry continues to develop innovative products and improve services. As consumers we can feel overwhelmed when faced with choosing a product for our needs. There are many products for different needs, and when faced with choosing one, it can be difficult. Investors have many choices and… Read More →

Using Personally Owned Life Insurance (POLI) As A Sinking Fund

Using Personally Owned Life Insurance - AZ Business Magazine June 2010

Affluent families and individuals, successful business owners, and those engaged in certain occupations, such as the medical or construction industry, all face similar challenges when choosing to invest: They have worked hard to accumulate wealth, and now they want to keep it. Wealthy investors are driven by the same concerns: Preservation: Given the choice between… Read More →