Your Path to Real Wealth

What to Consider When Evaluating An Annuity with Jackson Bradley (Ep. 15)

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When considering whether an annuity would be worthwhile for you, some questions you might ask yourself are why would I choose an annuity over just having a taxable brokerage account? What benefits could it provide for me? How can I differentiate between the different types of annuities, and why would I go through all the trouble of getting one? How can an annuity relieve some of the income stresses I might face in retirement? 

In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Jackson Bradley, Consultant at DPL Financial Partners, to discuss what you need to know when it comes to annuities.

Listen as Jackson discusses: 

  • The tax deferral you would get when using an annuity 
  • What withdrawal rates look like with annuities
  • How annuities can be used as an income source with annuitizing
  • And more

    • Connect with Blue Barn Wealth:

    • [email protected]
    • (801) 466-4101
    • Blue Barn Wealth 
    • LinkedIn: Jeff Brimhall
    • LinkedIn: Benjamin Cummings
    • LinkedIn: Blue Barn Wealth
    • Facebook: Blue Barn Wealth
    • Twitter: Blue Barn Wealth
    • Instagram: Blue Barn Wealth

      • Connect with Jackson Bradley: 

      • LinkedIn: Jackson Bradley
      • DPL Financial Partners: Jackson Bradley
        • ...more
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