Think about that old annuity you bought years ago—back when interest rates werescraping the floor and “modern features” were just marketing buzzwords. A lot haschanged since then. Rates have jumped dramatically since early 2022, meaning newcontracts—whether fixed, multi‑year guaranteed annuities, or even fixed indexedannuities—could offer payouts far richer than what you locked in. On top of that, theannuity world has evolved: new riders, inflation protection, bonus credits, and evenpartial liquidity options are now common. But just because the new models look shinierdoesn’t mean you should automatically trade in the old one. Today, we’ll talk about howto review your existing annuity, what pitfalls to watch out for, and how to know when a1035 exchange might be the smartest tax‑free move you’ll make this year. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/See omnystudio.com/listener for privacy information.

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