Index
A
Abts, Henry
Accounts, sum total
Accredited estate planner (AEP)
Accumulation phase annuity contract, placement/death
Accumulation Value
Active management
Active stocks, selection (wealth loss)
Activities of Daily Living (ADLs), assistance
Medicare payment
Activity Director, meeting
Adjustable rate mortgage
Adult day care
After-tax contributions
Alzheimer’s, nursing home (association)
American Academy of Estate Planning Attorneys
Annuities
Accumulation Value
benefits
categories
charges, importance
contract, annuitization
deferral
deferred annuity, withdrawal
fixed income annuities (FIAs), usage
fixed index annuities (equity indexed annuities)
guaranteed period
guarantees
immediate annuities
income riders
interest only option
joint and survivor annuity
option
payments
laddering, example
life annuity
guaranteed period, inclusion
monthly payments, size
mutual funds, complementary role
myths/truth
organization
ownership, list
payments
options
tax scenarios
payout options
annuitization, involvement
rates, improvement
retirement resource
setup
Social Security, relationship
systematic withdrawals
tax-deferred growth/income guarantees
taxes, impact
traditional (fixed) annuities
usage
usefulness
variable annuities
withdrawal
penalties/charges, absence
selection
Annuitization
involvement
Annuitizing payout
Annuity contracts
accumulation phase annuity contract, placement/death
annuitization
surrender
withdrawals
Asset allocation
approach
asset combination
benefits
examination
maintenance ...
