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What is a Lifetime Annuity?

A lifetime annuity is a financial product designed to provide steady income for the rest of an individual's life, usually purchased with a lump sum payment at or near retirement.

Key Features:

  • Guaranteed Income: Ensures a reliable income stream, protecting against the risk of outliving your savings.
  • Payment Options: Payments can be structured monthly, quarterly, or annually, depending on the contract terms.
  • Variety: Lifetime annuities can be fixed or variable, with fixed providing stable payments and variable allowing for growth based on underlying investments.

Benefits:

Lifetime annuities are particularly appealing to retirees looking for financial security. They can help budget for essential expenses and provide peace of mind against market volatility and inflation.

Considerations:

While beneficial, it is crucial to carefully evaluate fees, payout structures, and potential inflation impacts before purchasing a lifetime annuity. Consulting with a financial advisor is recommended.

The selection of a lifetime annuity should align with individual retirement goals and overall financial strategy.

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