Living in Retirement

 

Annuities and your retirement portfolio

May 02, 2014
 
 

They can be another useful income stream

Outliving one's assets is a common concern among retirees. Maria Bruno and Colleen Jaconetti of Vanguard's Investment Strategy Group say an annuity can be an effective "insurance policy" to provide additional income in a retirement portfolio.

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Important information

  • All investing is subject to risk, including the possible loss of the money you invest.
  • Vanguard Annuity Access is offered in collaboration with Hueler Investment Services, Inc., through the Income Solutions platform. Income Solutions is a registered trademark of Hueler Investment Services, Inc., and used under license. United States Patent No. 7,653,560. Vanguard Annuity Access is provided by Vanguard Marketing Corporation, d/b/a VMC Insurance Services in California.
  • Variable annuities are long-term investment vehicles designed for retirement purposes. They contain underlying investment portfolios that are subject to investment risk, including possible loss of principal.
  • For more information about Vanguard funds, visit vanguard.com or call 877-662-7447 to obtain a prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.
  • When taking withdrawals from an IRA before age 59½, you may have to pay ordinary income tax plus a 10% federal penalty tax.
  • This webcast is for educational purposes only. We recommend that you consult a financial or tax advisor about your individual situation.