With uncertainty around interest rates and bond market volatility, registered investment advisors (RIAs) are rethinking their fixed income allocations. Clients need stable, attractive yields—but traditional solutions like bonds and CDs often fall short.
Multi-Year Guaranteed Annuities (MYGAs) offer a powerful alternative—delivering guaranteed returns, tax advantages, and new non-tax deferred options for access to funds prior to age 59 ½. This guide explores how MYGAs can enhance yield, optimize tax efficiency, and provide stability across market cycles. Learn how MYGAs may strengthen your clients’ fixed income allocations.
How MYGAs compare to bonds and CDs in terms of yield, risk, and access to funds
Tax-deferred vs. non-tax deferred MYGAs—how and when to use each for optimal results
Portfolio strategies and real-world use cases to help advisors integrate MYGAs into client portfolios
How MYGAs compare to bonds and CDs in terms of yield, risk, and access to funds
Tax-deferred vs. non-tax deferred MYGAs—how and when to use each for optimal results
Portfolio strategies and real-world use cases to help advisors integrate MYGAs into client portfolios
