Annuity payouts look higher because they blend interest with returned principal, but a dividend portfolio keeps your capital invested and available to heirs.
AT&T cut its dividend in 2022 and has held it flat since, while Duke Energy targets 5% to 7% annual EPS growth through 2030.
Splitting $930,000 between an annuity covering fixed expenses and a dividend portfolio for growth offers a viable third path beyond the binary choice.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
You have $930,000 and one question: Does an insurance company writing a lifetime check produce more monthly income than a dividend portfolio you control? Most of the confusion comes from comparing two numbers that do not measure the same thing.
#Dividend
AT&T cut its dividend in 2022 and has held it flat since, while Duke Energy targets 5% to 7% annual EPS growth through 2030.
Splitting $930,000 between an annuity covering fixed expenses and a dividend portfolio for growth offers a viable third path beyond the binary choice.
Read More: Avoid these 13 retirement mistakes before they derail your future (sponsor)
You have $930,000 and one question: Does an insurance company writing a lifetime check produce more monthly income than a dividend portfolio you control? Most of the confusion comes from comparing two numbers that do not measure the same thing.
#Dividend
2 months ago
