Recently, we sent out a Fixed Annuity (FA) mailer to our 18-month Certificate of Deposit (CD) customers. We did this in hopes of offering our customers an alternative option in the event that their Certificate of Deposit is nearing maturity. With that being said, we thought there might be other folks out there (including those who received the mailer) that could be asking themselves, "What's the difference and more importantly, which one is the most beneficial for me?"
To answer this ...
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Tags: Fixed Annuity, Certificate of Deposit, CDs, FAs, FDIC, S&P 500, Liquidity, Investment products, Estate Considerations, Tax Advisor, Moody's, wealth management, Annuities, rate of return, Tax benefits, Tax considerations
Investing and Financial Planning