In this episode, we discuss the nature of Social Security benefits as a fundamental annuity and how it can help people have a financially secure retirement when combined with personally owned annuities and other financial planning strategies.

Presented By:

Michael Finke, PhD, CFP®, Professor of Wealth Management, The American College of Financial Services.

Featuring:

Jason Fichtner, PhD, Chief Economist, Bipartisan Policy Center and Executive Director, Retirement Income Institute

Andrew Bigs, PhD, Senior Fellow, American Enterprise Institute

“Annuity Insights” is produced and owned by The American College of Financial College with generous support from New York Life Insurance Company (NLYIC). Accuracy of information is subject to change (taxes, legal, rates, etc.), but believed accurate as of the time of recording (January-April 2025).