SoundPath Through Retirement

All About Annuities


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In this episode, the hosts delve into the complexities of annuities, discussing their various types, benefits, and drawbacks. They explore how annuities can serve as a pension alternative, the importance of understanding fees, and the implications of liquidity in retirement planning. The conversation emphasizes the need for independent financial advice to navigate the annuity landscape effectively. In this episode, the hosts delve into the complexities of variable and fixed indexed annuities, discussing their pros and cons, fees, and the importance of understanding these financial products. They emphasize the need for thorough vetting of annuity products and the potential risks involved, particularly with variable annuities. The conversation also highlights the growing popularity of fixed indexed annuities and their unique features, including the ability to diversify investments within a single annuity.

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SoundPath Through RetirementBy Benjamin Koval & Matt Lybarger