I Wonder about Annuities, Life Insurance, IRAs, and 401Ks

I Wonder about Annuities, Life Insurance, IRAs, and 401Ks

An annuity is a reverse life insurance policy. The difference?

  • Annuities pay a set amount monthly, quarterly, or annually to meet future needs.
  • Life insurance pays at the time of death.

Annuities offer different investment options

  • Fixed Annuity – Guarantees a fixed rate of return
  • Fixed Index Annuity – Return is credited by a market index

Is an Annuity a Vehicle of Choice for you?

  • IRAs and 401ks have limits on how much you can contribute. Annuities have no limit.
  • Due to lifetime payouts, an Annuity is a vehicle of choice for many to rollover or transfer their 401k and IRA into annuities so they can get the advantage of the payout phase.

When thinking about your future and dreams, Money Habits build Your Future. Money Habits create choice.  You can do it. Ask me how. Questions and comments are always welcome.1-415-793-7979 or email me at

ma*********@gm***.com











. @marywongins #marywongins #wealth #lifeinsurance #annuity  #budget #baby #education #retirement #vacation #travel #realestate #homeownership

About Mary Wong

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I was without medical and dental insurance and then we met Mary. She met with me and determined that I qualified for covered California. And the rate on the top-level Kaiser was lower than I could believe. Then she said I also could have top-notch dental insurance as well for a low monthly fee. She never charged me a cent for all this.  I Definitely recommend going to see Mary. I got very ill last month and I had the very best medical care imaginable. Thank god for Mary. !!!

Jim W.

I needed new healthcare coverage, emailed 4 brokers I didn’t know and Mary was the first to respond and was very helpful.  She was conversational and informative via emails until we met, then she helped me through the process with her expertise.  I got good coverage at a good rate, and having worked in customer service software, I know what a good user experience is all about.  Mary exceeded expectations.  I would definitely recommend her.  Andrew

Andrew W.