When higher rates meet old contracts, smart planning matters most. Tripp Limehouse has the story.

The Road to Retirement with Tripp Limehouse
29/08/2025 50 min Episodio 213
When higher rates meet old contracts, smart planning matters most. Tripp Limehouse has the story.

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Episode Synopsis

That annuity you bought years ago? A lot has changed since then. With today’s higher rates and new features—like inflation protection, bonus credits, and partial liquidity—new contracts may look tempting. But should you really swap out the old for the new? In this episode, we break down how to review your existing annuity, the pitfalls to avoid, and when a 1035 exchange could be the smartest tax-free move of the year. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

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