What you need to know about annuities
October 22, 2025 by By Christine Benz & Margaret Giles of Morningstar
Retirement researchers are often enthusiastic about annuities, but many consumers are reasonably skeptical. Here to discuss basic information about annuities and their pros and cons is Christine Benz, Morningstar’s director of personal finance and retirement planning.
Wink’s Moore on the Market: I’m not going to get nitpicky on this one. It was mostly balanced.
Interesting to see a journalist in favor of SPIAs, but not so much on deferred annuities. Usually they hate SPIAs because of their perceived lack of liquidity and loss at value, upon death (for life only payouts) -sjm
Originally Posted at Daily Herald on Oct 18, 2025 by By Christine Benz & Margaret Giles of Morningstar.
Categories: Industry Articles
