Are annuites good? Are annuities bad? The short answer is it depends. In the New York Mets baseball organization, July 1st is known as Bobby Bonilla Day for what has become perhaps the most famous retirement deal in sports history. Annuities often get a bad rap. But the retirement (deferred) annuity Mr. Bonilla negotiated has worked out quite favorably.

My professional focus is retirement planning for individuals over age 55. Please visit our website or reach out for a complimentary planning session.

Ted Erhart, CFP®
Financial Planner
Anoka, Minnesota

This has been prepared solely for informational purposes. Information herein is not intended to be complete, and such information is qualified in its entirety. This is not an offering or the solicitation of an offer to purchase an interest in any fund, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security. Nothing herein should be construed as investment advice, an opinion regarding the appropriateness or suitability of any investment, on an investment recommendation. No representation is made that the objectives or goals of any investment or strategy will be met or that an investment or strategy will be profitable or will not incur losses. Past performance is no guarantee of future results. Reliable methods were used to obtain information for this presentation but the information herein cannot be guaranteed for accuracy or reliability; the information in this presentation may be out of date or inaccurate. The information contained in this summary is and may not be distributed without permission….(read more)

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