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September 01, 2010 at 08:00 PM
It’s pretty simple. I needed safety. I’m a retiree and do not need the stress of picking up the paper and checking the stock markets. I did that for years when I was working. I made some money and lost some money. Now, at my age, I needed a sober view of my assets and an annuity made perfect sense.
-Tom A., 68, Dallas, Texas
Having retired, I had a discussion with my advisor. We were looking for a way to keep my income steady so I wouldn’t outlive my money. Together, we worked out a plan on a five-figure annuity that gives me the money I need to pay the fixed bills I have. My total fixed costs are less than $1,000 a month.
-Jerry D., 74, Portland, Ore.
