One of my readers wrote to ask:
Question: Can insurance be taken to ensure at least your investment (original amount) will be sent to your heirs if you do not live to be 85 years old? More
Ask Jerry
Ask Jerry: Is a Roth IRA or a 401(k) the best way to finance an annuity?
By Jerry Golden in Annuity, FAQs, Social Security Tags: Ask Jerry, Dependable spendable income, Golden Retirement, retirement income, Social Security, Variable Annuities
Question: I am considering adding an immediate annuity to my retirement portfolio. My research suggests these annuities make sense, but I wonder whether it would be better to purchase it from my 401(k) or my Roth IRA. What would you suggest? More