In this episode, The Annuity Man discussed: 

• Should you purchase I Bonds? 

• Treasuries are as safe as it gets 

• Five places to put your money 

• Inflation is personal 

 

Key Takeaways: 

• Purchasing I Bonds is a no-brainer. Go to treasurydirect.gov to buy direct from the treasury I Bonds. 

• Treasuries are as safe as it gets because they can tax us and confiscate our money to pay them off, and that would happen if we needed to do that. The downside to I Bonds is that they don’t allow you to put as much money in them. 

• There are only five legitimate places to put your money that protects the principal and that you’re not going to lose a dime, and you’re going to get an interest rate. Those five are money markets, CDs, fixed-rate annuities - also called MYGAs, treasuries, and Triple A-Triple A insured municipal bonds.

• Inflation is personal. Don’t get too caught up on inflation because most people in retirement will not be affected that much by it. Ask yourself if you’re being affected by it, or are you overplanning? 

 

"If it’s a no-brainer, then it’s a no-brainer, and I-Bonds are the ultimate no-brainer. You can do it every year, so why not put it on your calendar and do it every year? It just makes sense. " —  Stan The Annuity Man.

 

Connect with The Annuity Man: 

Website: http://theannuityman.com/ 

Email: [email protected] 

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g 

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