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Did You Know?
- That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
- That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
- In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
- In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
- That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?
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Investment Tips
IRI's mission is to provide the public with information and resources to assist in a better understand of annuities and the role these products play in financial retirement planning. The following are some helpful tips and rules of thumb.
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