Like most financial products, market value-adjusted (MVA) fixed annuities come with trade-offs that advisors need to know.

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If an annuity is part of your retirement income plan, there’s a term you need to know: market value adjustment. It’s something that can be applied to your annuity contract if you withdraw money from ...

Chris Gallant, CFA, is a senior manager of interest rate risk for ATB Financial with 10 years of experience in the financial markets. Jared Ecker is a researcher and fact-checker. He possesses over a ...