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In today's episode Dev explains the purpose of an annuity and how someone might use it as part of their retirement strategy. He covers:
👉 what is an annuity and how does it work
👉🏼 the different types
👉🏽 what happens if you die?
👉🏾 how is taxation handled within annuities
👉🏿 companies that offer them
👉🏻 the good and the bad
Related listening 🎧
episode 84: what is liquidity?
episodes 231-233: a 3-part super series!
Learn more about Altus Financial here: https://bit.ly/altusm3m
🛑 Please read our disclaimer + warnings before listening to this episode
📝 Episode transcript: https://bit.ly/m3meptranscripts
🏡 Join our facebook group for healthcare professionals
💸 Quick links to our resources and $20 off The Glen James Spending Plan
my millennial money medical is produced by SYMO interactive, home of my millennial money.
Hosted on Acast. See acast.com/privacy for more information.
In today's episode Dev explains the purpose of an annuity and how someone might use it as part of their retirement strategy. He covers:
👉 what is an annuity and how does it work
👉🏼 the different types
👉🏽 what happens if you die?
👉🏾 how is taxation handled within annuities
👉🏿 companies that offer them
👉🏻 the good and the bad
Related listening 🎧
episode 84: what is liquidity?
episodes 231-233: a 3-part super series!
Learn more about Altus Financial here: https://bit.ly/altusm3m
🛑 Please read our disclaimer + warnings before listening to this episode
📝 Episode transcript: https://bit.ly/m3meptranscripts
🏡 Join our facebook group for healthcare professionals
💸 Quick links to our resources and $20 off The Glen James Spending Plan
my millennial money medical is produced by SYMO interactive, home of my millennial money.
Hosted on Acast. See acast.com/privacy for more information.
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