Annuities

Annuities take a role in supporting retirement income needs and comprehensive financial planning. These solutions are often used to help address income planning, longevity considerations, and risk management.

Wedbush advisors provide guidance on evaluating annuity options and determining how these solutions may support a broader financial strategy.

Annuity Types​

Different annuity structures offer varying approaches to growth potential, income predictability, and risk management.

Fixed Annuities​

Provide a fixed rate of return for a specified period and may include predictable income features.

Variable Annuities​

Offer investment options in underlying portfolios, providing growth potential with varying levels of market exposure.

Index Annuities

Link returns to the performance of a market index, typically with features designed to limit downside exposure.

Immediate Annuities​

Generate a stream of income that begins shortly after funding.

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