Variable Annuity Portfolio Review
Variable annuities are not for everyone: these products usually have complex fee structures. However, for those who can spend more time to understand these products (especially the fees and restrictions such as surrender charges and expenses) or for those who have committed to these products (yours included), understanding how these annuities’ investments can be used to construct a good asset allocation portfolio is still important and valuable.
Variable Annuity Cost
Though this article does not address annuity cost, which is the most complicated area that requires comprehensive study to understand, we feel we would like to touch this area a bit more as it is the most important (in addition to properly investing and grow your portfolio value).
The following are various charges from a variable annuity:
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