WebA little more than 10 years ago, a group of financial advisors approached DFA asking if they could gain access to DFA’s index funds by aggregating their clients’ portfolios to meet the required minimum investment of $250,000. DFA, after considering this carefully, decided to vet certain advisors who would be allowed access to their funds. Web28 okt. 2024 · Indexed Annuities: The Good. Indexed annuities have a few things in common with fixed and variable annuities. Many indexed annuities have a minimum interest guarantee. This means that the original amount you put into the plan is safe from market volatility. This is in line with what more retired people have started to require. 2.
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