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Posts Tagged ‘Losing’

When my mom passed away she left me an annuity as a “special needs trust”. Should I worry about losing it all?

30 Mar

I am so totally scared about this whole bailout scheme. I have already talked to my trustee and she told me that I have already lost some of the Principle and interest. (To explain, I am on Social Security, plus I get a lump sum of the interest I get from the annuity). She will be having a meeting with a tax planner later this week, but I wanted to ask you folks, should I be really worried?

Thanks

Cassie

 
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Saving Retirement NOW!: How Index Annuities Can Keep You From Losing Your Money And Provide an Guaranteed Income For The Rest of Your Life!

06 Mar

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How Index Annuities Can Keep You From Losing Your Money And Provide an Guaranteed Income For The Rest of Your Life! Market Gains, No Market Losses Beat the rate at the Bank Guaranteed Income… More >>

Saving Retirement NOW!: How Index Annuities Can Keep You From Losing Your Money And Provide an Guaranteed Income For The Rest of Your Life!

 
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