On This Episode:
Few things in the financial world are as polarizing as annuities, but when used correctly, they can be a great tool for a retirement plan. Let’s try to sort through the different annuity options and explain what’s to like and what’s to dislike about these sources of retirement income.
0:35 – Background on this topic
2:59 – First type of annuity
4:56 – Second type of annuity
7:20 – Third type of annuity
10:17 – Good news/bad news
11:08 –Reasons to buy variable or fixed index annuity
13:43 – Annuities that provide guarantee
16:42 – What to do if you’re not sure
17:57 – How we handle annuities
If you have any questions, call 215-513-4330 or click here.