Single Premium Immediate Annuity - Here Are the Pros and Cons
Автор: Three Oaks Wealth
Загружено: 2025-07-11
Просмотров: 1325
Here Are the Pros and Cons of a Single Premium Immediate Annuity
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Annuities are a hot topic with financial professionals. Some absolutely despise them and will never recommend one despite the fact pattern. Others don’t tend to recommend anything else. And unfortunately, this preference usually comes down to how a professional is compensated.
While we don’t ordinarily prefer annuities at our firm, they can make a lot of sense in some circumstances. In this video we’ll cover the pros and cons of a basic form of annuity: the single premium immediate annuity. We’ll review the fact pattern where it makes sense, and compare a retirement income plan using a SPIA to one using dividend paying stocks and an ordinary bond index fund.
00:00 Introduction
01:36 SPIAs
06:41 Dividends
16:43 Annuities
#retirementplanning #retirement #annuity #spia #annuities #financialplanning #finance
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