5 Mistakes NOT to Make with Annuities

Annuities can be a valuable tool in your retirement arsenal, IF you choose wisely and use them in the right way.

(Image credit: david franklin)

Recently, we learned an elderly client had unexpectedly cashed out of an annuity that was part of her portfolio and moved her money to another product.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Abigail Havermann, Investment Adviser Representative
Partner, Havermann Financial

Abigail (Abby) Havermann is an Investment Adviser Representative with Havermann Financial (www.havermannfinancial.com). A former couples therapist, she has a master's degree in social work, and since partnering with her husband in 2007, she has obtained her Series 7 and Series 65 licenses.