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00:40 Annuities must be compared to alternative investments to assess income strategy.
02:05 No other investment guarantees lifetime income like annuities.
03:35 To match annuity income with alternative investment, a high return rate is needed.
05:00 Actuary tables show high chances of living long, impacting income strategies.
06:12 High return rates needed for alternative investments to match annuity income until age 90.
Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your...
Bonuses are often touted in bold print, designed to grab your attention and make a particular annuity product seem irresistible. But here’s what you...
Thinking about using your 401k to buy an annuity? In this episode, I break down the two main ways to do it—and the big...
