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NOTE:  This post is part of an ongoing education series.  This information is for educational purposes only.  This information does not constitute investment advice.   Please consult with your financial advisor (or Polaris Financial Planning) before taking any action.  Below is a description of an investment product.  This is based on real and available products but does not

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For more information, please see some of our blog posts: Featured Posts Annuity – Good or Bad? Top 5 Reasons to move that old 401(k) – NOW! US Market Segment Analysis Ending 2014 Stock Market Returns The Lottery As My Retirement Plan Socially Responsible Mutual Funds Mutual Fund Vs. Index Fund Random Posts Guaranteed Mutual

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Annuity – What is an Annuity? Even the word “Annuity” can cause confusion.  I can think of it being used in at least 3 different ways: 1.  TSA or Tax Sheltered Annuity.  This is another name (old name) for 403(b) retirement plans.  Generally, you can ignore the word “Annuity” in this context and just make

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