What Share of a Portfolio Should Go Into Annuities?

March 18, 2024 by John Stevenson

Clients often ask me about the exact percentage of the portfolio that should go into annuity contracts.

My answer is usually, “It depends.”

Every person’s financial needs are different as well as their risk tolerance.

Here are some examples of different portfolio allocations for different types of income needs from annuities.

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Wink’s Moore on the Market: John Stevenson and I are in agreement over how much money clients should put into annuities. “That depends.” -sjm

Originally Posted at Think Advisor on March 10, 2024 by John Stevenson.