In this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down the truth about RILAs—Registered Index-Linked Annuities—and why they may not offer the protection you think. Learn the key differences between RILAs, fixed indexed annuities, and variable annuities, and why Stewart favors a barbell strategy for both growth and security in retirement.You’ll also discover:Why taking too little risk in retirement can be just as dangerous as taking too muchThe hidden dangers of “buffered” annuitiesWhen it’s time to refinance your retirement and trade in underperforming annuitiesHow to age gracefully—financially and physicallyThe importance of healthcare planning, long-term care costs, and tax strategy in your later yearsWhy your financial advisor should always be looking at your tax returnIf you’re seeking a smarter, safer, and more holistic retirement plan, this episode is a must-listen.For your complimentary portfolio review and tax strategy session, visit AssetPreservationWealth.com or call: 877-5-RETIRE (877-573-8473)

Ver todos los episodios