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An annuity can be a powerful tool for creating predictable income in retirement. But like any financial product, it’s important to review it periodically to ensure it’s still aligned with your goals.
As market conditions shift and new products become available, your current annuity may not be providing the same value it once did. Older contracts can have lower interest crediting rates, higher internal fees, or limited features compared to newer annuities designed for today’s environment.
At Asset Preservation Wealth & Tax, we help retirees take a closer look at their existing annuities — evaluating performance, fees, and features to identify opportunities for improvement.
An Annuity Review Can Help You:
✔ Compare your current annuity’s rates and benefits with today’s stronger offerings
✔ Evaluate surrender periods, liquidity, and rider features
✔ Determine if your annuity still fits your income and legacy goals
✔ Identify potential tax or income advantages through reallocation or exchange strategies
The right annuity should adapt as your retirement evolves. Our team can help you determine whether your current policy is still serving your best interests — or if it’s time to consider alternatives that better support your goals.
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
