Annuity's Many Benefits #3: Tax Free Change to Investment Choices

August 22, 2006 10:48 AM

Why should you consider annuity as an integral part of your investment plan? Here is our point-by-point breakdown of annuity's many benefits:

From :

Tax-free Transfers Among Different Investment Options

In contrast to mutual funds and other investments made with “after-tax money,” with annuities there are no tax consequences if you change how your funds are invested. This can be particularly valuable if you are using a strategy called “rebalancing,” which is recommended by many financial advisors. Under rebalancing, you shift your investments periodically to return them to the proportions that you determine represent the risk/return combination most appropriate for your situation.

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