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Roadmap to Retirement Planning – Annuities Workshop @ Greenwich Library

May 25, 2017 @ 6:30 pm - 8:30 pm

Free
In the Greenwich Library Meeting Room
Workshop 2: Besides social Security, 401k, IRA/Roth IRA and pension plans, annuities can be used as part of a retirement strategy. This workshop will explain different types of annuities (fixed, variable, indexed, immediate, deferred) and their respective features including advantages and disadvantages, investment and payout options, and tax implications from qualified or non-qualified annuities. We will also illustrate potential investment risks of annuity products and the suitability of investing in various annuities. The workshop will conclude with a list of major providers of annuities and their respective market shares in different annuity products.
Workshop 1: (May 18, 2017) Roadmap to Retirement
Presenter: Holly Cao
CLICK HERE TO REGISTER
Further info:
Yang Wang
(203) 622 – 7924

Details

Date:
May 25, 2017
Time:
6:30 pm - 8:30 pm
Cost:
Free
Event Categories:
,
View Event Website

Venue

Greenwich Library
Phone:
(203) 622-7900

Organizer

Greenwich Library
Phone:
203-622-7918
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