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.
By gaining a deeper understanding of different annuity options and recognizing the pitfalls of overly optimistic financial projections, retirees can make decisions that protect...
In this episode, Marty offers a straightforward examination of the crucial distinctions between average returns and actual returns in retirement planning. He addresses common...
Market value adjustments (MVAs) are a common feature in certain annuities, but do you know what they really mean for your retirement? In this...
