Annuities vs. 401(k)s: Examining Differences That Can Matter to Clients

 

401(k) or Annuity? Build your knowledge so you know which option to recommend to your clients! We talk definitions, differences, and more!

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Resources:

 

3 Things Highly Successful Annuity Agents Do Right: https://www.ritterim.com/blog/3-things-highly-successful-annuity-agents-do-right/  

3 Steps for Preparing for Retirement: https://living.medicareful.com/3-steps-for-preparing-for-retirement

Different Types of Annuities Explained: https://www.ritterim.com/blog/understanding-the-details-of-annuities/#different-types-of-annuities

Fixed Annuities vs. Indexed Annuities: What’s the Difference? https://agentsurvivalguide.podbean.com/e/fixed-annuities-vs-indexed-annuities-what-s-the-difference/

Funding Your Retirement: https://living.medicareful.com/funding-your-retirement

Ritter's More Than Medicare Experts: https://www.ritterim.com/meet-your-sales-team/#Product

Understanding Single-Premium Immediate Annuities: https://www.ritterim.com/blog/understanding-single-premium-immediate-annuities/    

Understanding the Details of Annuities: https://agentsurvivalguide.podbean.com/e/understanding-the-details-of-annuities/

 

References:

 

Annuity Vs. 401(k): Understanding The Similarities And Differences: https://www.forbes.com/advisor/retirement/annuity-vs-401k/

401(k) Contribution Limits For 2023: https://www.forbes.com/advisor/retirement/401k-contribution-limits/

401(k) Plans: https://www.irs.gov/retirement-plans/401k-plans

What Is the Best Age To Buy an Annuity? https://www.annuity.org/annuities/buy/best-age-to-buy-an-annuity/