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Newspaper
Bluefield Daily Telegraph
Location
Bluefield, West Virginia, United States of America
Date
Mar 01, 2016
Page
10
The piece warns guaranteed income annuities can expose retirees to high commissions surrender charges and taxes and warns inflation risk can erode cash flow. It pitches a free analysis from Fisher Investments with potential surrender penalty rebates for portfolios of 500000 or more, averaging about 13000.
If you own an annuity or are approached to buy one, call for a free report and analysis. Annuities may lock in low returns and complicate taxes while tying up wealth. Our team can help determine suitability and, if needed, ease exit with reduced surrender penalties, potentially saving you from costly investment mistakes.
Ken Kerker and Ken Fisher are prominent figures in finance. Kerker is a long time Forbes Portfolio Strategy columnist and Fisher serves as founder and CEO and co chief investment officer with decades in the field. Both authored numerous financial books including multiple New York Times bestsellers.
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