Annuity Concepts (2nd Edition, Revised) – A Practical Overview of Variable and Fixed Annuities - Softcover

Kaplan Financial Education

Softcover

ISBN 10: 1475433212 ISBN 13: 9781475433210

Verlag: Kaplan Financial Education, 2015

Inhaltsangabe

What is an annuity? Take a deep-dive into the fundamentals of individual annuity contracts and learn about the industry. This financial book covers variable annuities in-depth, distinguishing them from fixed annuities and discusses variations such as single and periodic premium, immediate and deferred annuities. How annuities are used and tax rules are also covered.

Learning Objectives:

• Explain the characteristics of an annuity including contribution and distribution options and differentiating between immediate and deferred annuities.
• Compare and contrast annuities (fixed and variable) with other investment alternatives, including an analysis of costs, contract terms, and taxation.
• Recommend an annuity that is suitable for a client's needs.

Key Features:

• Practical overview of variable and fixed annuities
• Tips to maximizing annuity contracts
• Binding: Perfect Paperback
• Publisher: Kaplan Financial Education

Details zur Ausgabe

• Verlag: Kaplan Financial Education
• Erscheinungsdatum: 2015
• ISBN 10: 1475433212
• ISBN 13: 9781475433210
• Einband: Perfect Paperback
• Kontakt zum Hersteller: Nicht verfügbar