Is there any reason to choose a unit investment trust? I'm helping a friend with his portfolio and I see his broker sold him several of these. Why would that make sense for the client?
Here's the other flaw: ss is inflation indexed. Look at the increase that was received for 2022. There's nothing out there that can match this combination of guaranteed income plus inflation indexing.
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This has been an excellent discussion . Now that Vanguard is not in the annuity business, where should I look for purchasing a SPIA?
Post: RDQ Sorry folks, I still see annuities, including deferred annuities, as a viable option for creating steady retirement income.
Link to comment from April 26, 2025
Is there any reason to choose a unit investment trust? I'm helping a friend with his portfolio and I see his broker sold him several of these. Why would that make sense for the client?
Post: Start Here, Go Anywhere
Link to comment from July 29, 2024
Here's the other flaw: ss is inflation indexed. Look at the increase that was received for 2022. There's nothing out there that can match this combination of guaranteed income plus inflation indexing.
Post: Making Your Claim
Link to comment from February 16, 2022