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Will RIAs Start Using Fixed Rate Annuities in Portfolios?
Expert Opinion March 18, 2024 at 03:47 PM
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What You Need To Know
- A rise in bond yields has changed the investment landscape, especially for fixed income.
- Like CDs, multi-year guaranteed annuities provide a guaranteed return for a stated period, generally up to 10 years.
- They offer tax-deferred growth, which can be especially compelling when purchased in a taxable account.
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