Marc D. Drew

CONNECT

Address:

2825 E. Cottonwood ParkwaySuite 430
Salt Lake City, UT 84121

Phone:

801-733-2468

Annuity

Variable annuities provide the opportunity for market appreciation — through a variety of investment options — with tax-deferral and future income. Variable annuities are designed for people willing to take on more risk in exchange for greater growth potential. While there is risk associated with a variable annuity, many offer guarantees of principal and downside protection at an additional cost and depending on contract rider availability. However, these guarantees do not apply to the investment performance or amounts held in the variable investment options.

Research Articles

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Effects of Inflation

    Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

  • Fixed vs. Variable Annuities

    Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

  • Gifting Strategies

    Compare the advantages and disadvantages of different gifting strategies available for planned giving.

  • Gifting Strategies

    Compare the advantages and disadvantages of different gifting strategies available for planned giving.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

  • Stock and Bond Investing Alternatives

    There are other ways to invest in stocks and bonds besides owning individual shares or bonds.

  • Tax-Advantaged Alternatives

    While stable, CDs can create quite an income tax bill. Fixed annuities and municipal bonds can offer tax advantages.

  • Tax-Free Insurance Upgrades

    A 1035 exchange allows you to exchange your life insurance policy for one from another company without tax liability.

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