Pink Money

EPS 7 - Annuities 101 (with Dalton): Plain-English Basics, Risks & When They Fit


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 Annuities sound mysterious—so we de-mystify them. Jerry and guest Dalton break down what annuities are, how they pay you, the differences between fixed/variable/indexed contracts, tax deferral, fees, surrender charges, and the “10% free” myth/limits. If you’ve ever wondered whether an annuity belongs in your plan—or how to avoid common mistakes—start here. 

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Pink MoneyBy Jerry Williams