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Annuity Mythbusters

10 statements about annuities. How many myths have shaped your thinking?

How it works: Read each statement and decide whether you believe it is True or False. You will get instant feedback after each answer. Once all 10 are answered, click "See My Results" for your full assessment.
Statement 1 of 10
"Most annuities allow you to withdraw up to 10% per year without penalties."
Statement 2 of 10
"Annuities are risky investment products tied to the stock market."
Statement 3 of 10
"Fixed annuities often have zero explicit annual fees."
Statement 4 of 10
"If you die early, the insurance company keeps all your money."
Statement 5 of 10
"Annuities are only appropriate for people with large amounts of savings."
Statement 6 of 10
"There are over 4,000 different annuity products available on the market today."
Statement 7 of 10
"Pre-retirees in their 40s and 50s can benefit from annuities, not just people near retirement."
Statement 8 of 10
"Once you buy an annuity, you can never change or adjust it."
Statement 9 of 10
"Some annuities are as simple as a CD."
Statement 10 of 10
"If interest rates rise after you buy an annuity, your rate is stuck forever."
Please answer all 10 statements before viewing your results.
Your Result
0
correct out of 10

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