The Atlas Annuity Podcast

Annuities Vs. CDs

Listen Later

In this episode: Annuities vs. CDs - Which is the Right Investment for You?

Welcome to our latest financial insights video! Today, we're tackling a topic that's crucial for savvy investors and retirees alike: the differences between annuities and CDs (Certificates of Deposit). Whether you're planning for retirement or looking to diversify your investment portfolio, understanding these options is key.

What We Cover:

  • Annuities Explained: We dive into the world of annuities, focusing on Multi-Year Guaranteed Annuities (MYGAs) and how they compare to traditional bank CDs.
  • CDs Uncovered: Get a clear understanding of what CDs are and why they're a 'boring but safe'  investment option.
  • Term Lengths Comparison: How do annuities and CDs differ in their term lengths? We break it down for you.
  • Liquidity Showdown: Assessing the liquidity of annuities versus CDs - what you need to know.
  • Tax Implications: An in-depth look at how taxes apply to both annuities and CDs, including the advantages of tax deferral with annuities.
  • Making the Right Choice: We provide insights to help you decide which investment might be better suited for your financial goals.

  • Resources and Further Reading:

    • Newsletter: For those who love to read along with videos, check out the accompanying newsletter: https://atlasfinancialinc.com/annuities-vs-cds/
    • Previous Episodes: If you're new here, don't forget to check out our previous episodes for more background on different types of annuities.
      • ...more
      View all episodesView all episodes
      Download on the App Store
      The Atlas Annuity PodcastBy Marty Becker
      • 4
      • 4
      • 4
      • 4
      • 4

      4

      2 ratings

      More shows like The Atlas Annuity Podcast

      View all
      Sound Retirement Radio by Jason Parker

      Sound Retirement Radio

      449 Listeners

      Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

      Your Money, Your Wealth

      786 Listeners

      The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

      The Retirement and IRA Show

      747 Listeners

      The Ben Shapiro Show by The Daily Wire

      The Ben Shapiro Show

      153,292 Listeners

      Retirement Starts Today by Benjamin Brandt CFP®, RICP®

      Retirement Starts Today

      515 Listeners

      “Fun With Annuities” The Annuity Man Podcast by The Annuity Man

      “Fun With Annuities” The Annuity Man Podcast

      52 Listeners

      I Love Annuities by Jeremiah Konger

      I Love Annuities

      0 Listeners

      Annuity Straight Talk by Bryan Anderson

      Annuity Straight Talk

      13 Listeners

      Retire With Style by Wade Pfau & Alex Murguia

      Retire With Style

      170 Listeners

      Safe Money Radio with Brad Pistole by Brad Pistole

      Safe Money Radio with Brad Pistole

      20 Listeners