EASE Into Retirement

Episode 41: Introduction to Annuities (Part 1)


Listen Later

  • Annuities are long-term financial contracts between a policy/contract owner and an insurance company.
  • Annuities are insured by the claims paying ability of the insurance company.
  • Lifetime income could be a big positive for an annuity, but there are likely surrender charges and potential tax penalties for early withdrawal of the assets. 
...more
View all episodesView all episodes
Download on the App Store

EASE Into RetirementBy Tom Mosley