What Should I Know About Annuities?

Believe it or not, annuities don’t have a middle ground – you either disregard them entirely or embrace them wholeheartedly.

In this episode, Tim Whisler navigates the path of annuities, explaining the differences between what can be a beneficial, but complicated, option for retirement. 

In this episode, you will learn:

  • Why people have negative opinions about annuities 
  • The difference between immediate and fixed annuities  
  • Why variable annuities are similar to investments in the stock market 
  • What’s the role of volatility when it comes to a fixed index annuity 
  • How to use a rider as an annuity enhancement policy 
  • And more!

Tune in and discover some of the questions you MUST consider if you’re planning to lean on annuities for retirement! 

Related: Understanding Retirement Accounts