Listen "Scenarios Where an Annuity Makes Sense"
Episode Synopsis
Annuities. That insurance offering that actually guarantees income...at a cost. Is it worth the price? It depends: It depends on whether your income sources will provide enough to cover your fixed costs in retirement. It depends on your portfolio’s liquidity, tax profile, and asset mix. It depends on how your retirement portfolio is set up to withstand the erosive risks of market volatility, inflation, and health care costs. Are you a good candidate for an annuity? This show helps listeners weigh these and other factors to find the answer.
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If you enjoy the podcast, would you please consider leaving a short review on https://podcasts.apple.com/us/podcast/scenarios-where-an-annuity-makes-sense/id1053921132?i=1000453863755? It takes less than 60 seconds, and it really makes a difference in sharing this information with others too!
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