To Annuitize or Not to Annuitize?

Filbrandt Reports
Volume 17, Issue 5

Report Summary:

Annuitization is a decision to convert your retirement account into guaranteed monthly payments. The decision to annuitize is final and cannot be reversed.

Annuitization can provide a lifetime guaranteed monthly income. But, when you select an annuity payout from your university retirement plan, you lose:

  • The ability to pass the total retirement account balance to spouse and children.
  • Claim to the total account value in  return for a monthly income payment.

Take enough time to make a sound, confident decision. There is no need to rush.

Submit this form once for unlimited access to our Filbrandt Report Library.

Volume 17, Issue 5

Instantly download a PDF of this report.

Receive future reports directly to your inbox.

Want to learn more? Let's schedule a time to talk. 800.431.9740 ShareURL Copied!