Retirement Plain & Simple

Ep 16: What You Need to Know About Annuities


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Few things in the financial world are as polarizing as annuities, but when used correctly, they can be a great tool for a retirement plan. Let's try to sort through the different annuity options and explain what's to like and what's to dislike about these sources of retirement income.

What we discuss on this episode:

0:35 – Background on this topic

2:59 – First type of annuity

4:56 – Second type of annuity

7:20 – Third type of annuity

10:17 – Good news/bad news

11:08 –Reasons to buy variable or fixed index annuity

13:43 – Annuities that provide guarantee

16:42 – What to do if you're not sure

17:57 – How we handle annuities

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

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Retirement Plain & SimpleBy Mark Kemp