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Tag Archive: evaluating fixed indexed annuity income riders

3 Things To Look Out For When Buying An Indexed Annuity With An Income Rider

Carl Ostenson

Are you thinking about rolling some of your IRA or 401k into an Indexed Annuity with an Income Rider? Billions of dollars are going into these plans because they are a safe and flexible way to build your own personal pension to help supplement your Social Security in retirement. However, there are a few sticking points that need to be addressed. 1. Roll up rates are not really your money You may see advertisements saying “Earn 7% for future income” or “Earn 7% guaranteed” or...

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