Should I Buy An Annuity For My Retirement?
Автор: Elliott Appel, CFP®
Загружено: 2025-02-27
Просмотров: 1076
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0:29 How a Single Premium Immediate Annuity Works
1:32 Why Do People Like Immediate Annuities?
2:12 Annuity Fees
3:09 Taxation of Annuities
4:45 Less Flexibility with Taxes
5:14 Can You Get Your Money Back?
6:22 Why Buy An Annuity?
7:52 Can You Take More Risk with Your Investments if You Have An Annuity?
9:34 Insurance Agent Incentives - Annuity Commissions
10:38 What are the Alternatives to an Annuity?
11:34 When Might You Do Better by Buying an Annuity?
12:05 Example of Buying an Annuity and the Rate of Return
15:40 Rate of Return vs. Annuity Payout Rate
17:14 Disclaimer
Disclaimer: https://kindnessfp.com/disclaimer/
#retirement #retirementplanning #taxplanning
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