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Understanding Annuities
Rating: 4.4 out of 5(152 ratings)
3,657 students

Understanding Annuities

A guide to the good, the bad, and the ugly of annuities.
Created byDon Anders
Last updated 2/2019
English

What you'll learn

  • You will learn about annuities and how they work.
  • The difference between the different types of annuities.
  • When you should or should not use an annuity
  • Fees, Riders, etc. of annuities

Course content

7 sections • 43 lectures • 39m total length

  • Introduction1:05

    Course Introduction and what to expect from the course.

  • What is an Annuity?0:55

    What is an Annuity?

  • The "A word": What are Annuities? (Article)0:18
  • Annuity vs. Annuitization1:02

    Annuitization does not equal Annuity

  • Annuity vs. Annuitization (Article)0:27
  • Benefits and Downfalls of Employer Sponsored Annuities1:01

    Employer plans could have special features that aren't available to the general public.

  • Distributions from a Non-Qualified Annuity0:38

    Be careful taking money out of an annuity if you're under the age of 59 1/2

  • Exception of 59 1/2 Rule for Non-Qualified Annuities and Qualfied Annuities0:16
  • Tax Deferred1:03

    A huge benefit of annuities is tax deferral on non-qualified annuities.

Requirements

  • You should have basic understanding of finances. While we try to keep it as easy to understand as possible, we do assume you know basic financial definitions.

Description

If you have an annuity, are thinking about buying one, or just want to understand what they are, this course is for you. This course isn't to recommend or bash annuities, but simply to help you understand what annuities are. Note: There will be no product discussions, just an overview of annuities as an investment option.

What we will be discussing:

  1. What is an annuity?

  2. What are the different types of annuities?

  3. What fees are involved with annuities?

  4. Basics of riders

  5. and more...

Who this course is for:

  • Anyone who has or is considering purchasing any type of annuity.

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