Annuities: Are They Tax Beneficial?
Автор: Centrus Financial Strategies
Загружено: 2025-04-03
Просмотров: 7652
Annuities are often misunderstood- some see them as a financial nightmare, while others consider them a key part of a well-rounded portfolio. So, what exactly are they? And can they offer any tax advantages?
Jude is here to break it all down- how annuities work, their tax implications, and when they might fit into a retirement strategy. We’ll explore the different types of annuities, their benefits and drawbacks, and their potential impact on tax-es. Are they a smart, tax-efficient retirement tool, or do the fees and restrictions outweigh the benefits? Let’s find out!
Here’s some of what we discuss in this episode:
0:00 – Intro
2:07 – What is an annuity?
3:40 – Types of annuities
6:19 – Advantages of annuities
8:34 – Disadvantages and fees
15:09 – When might an annuity be a good fit?
#annuity #annuities #taxplanning #financialplanning
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