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In this episode, Marty Becker dives into the crucial topic of balancing risk and safety with fixed index annuity returns. Discover how fixed index annuities offer a stable and secure investment option, providing protection during market downturns while still offering growth potential. Marty breaks down realistic expectations for returns, the importance of safe investment buckets, and why having a balanced approach is key to a successful retirement strategy. Tune in to gain valuable insights and make informed decisions about your financial future.
Did you know there’s a little-known tax rule that could impact your withdrawals if you own multiple annuities with the same company? In this...
00:29 Big brokerage houses like Wells Fargo and Fidelity offer limited options for annuities, mainly variable annuities. 01:52 Fidelity is a top seller of...
