Should I Invest Extra Cash in Annuities or Bonds? скачать в хорошем качестве

Should I Invest Extra Cash in Annuities or Bonds?

Question: Should I Invest Extra Cash in Annuities or Bonds? (Ted, San Diego ) I am 60 and am getting ~$250k cash from my recent divorce and don't know what to do with it. I have ~$1.3M in 401k and IRAs, ~$750k in stocks. I have a military retirement I max out my 401k contribution. I anticipate working another 6-8 years. Not looking for big risk but am wondering about annuities or bonds. Maybe a mix of aggressive and safe. WATCH as Joe Anderson, CFP® and Big Al Clopine, CPA answer your money questions with Producer Andi Last on the Your Money, Your Wealth® podcast, now on video! Subscribe to the YMYW podcast and listen to the full episode: https://lnk.to/ymyw Got money questions of your own? Ask Joe & Big Al On Air: https://purefinancial.com/ymyw/ask-jo... Download Pursuing a Better Investment Experience: https://purefinancial.com/white-paper... Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with one of our experienced financial professionals, either online, or at one of our many financial planning offices around the country: https://purefinancial.com/lp/free-ass... Subscribe to our YouTube channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: http://bit.ly/YMYW-YouTube IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.