Hosted By
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.
Are you feeling lost with all the conflicting market advice out there? One day, everything’s fine, and the next, they’re predicting a crash. It’s...
Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn...
Today, we're going to look at how to use annuities as life insurance. Many people approach retirement or estate planning with some misconceptions about...
