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048: Best Type of Annuity for Retirement
Manage episode 287536215 series 2798004
In this episode, The Annuity Man discusses:
- The different types of annuities and how they can work for you in retirement.
- Understanding your specific goals and needs.
- Customizing your annuity for your individual needs.
- Combining an income floor with your social security.
Key Takeaways:
- Upfront bonuses are just part of the contractual guarantee, not free money.
- Solve for the specific situation, no one annuity will fill every need.
- If an agent is steering you to a one-product solution, you should be hesitant.
- Lifetime income is primarily based on your life expectancy at the time you take the payment. Interest rates play a secondary role.
"The best annuity type for retirement really comes down to your situation. There is no one size fits all." — Stan The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals
YouTube: Stan The Annuity Man
280 פרקים
Manage episode 287536215 series 2798004
In this episode, The Annuity Man discusses:
- The different types of annuities and how they can work for you in retirement.
- Understanding your specific goals and needs.
- Customizing your annuity for your individual needs.
- Combining an income floor with your social security.
Key Takeaways:
- Upfront bonuses are just part of the contractual guarantee, not free money.
- Solve for the specific situation, no one annuity will fill every need.
- If an agent is steering you to a one-product solution, you should be hesitant.
- Lifetime income is primarily based on your life expectancy at the time you take the payment. Interest rates play a secondary role.
"The best annuity type for retirement really comes down to your situation. There is no one size fits all." — Stan The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals
YouTube: Stan The Annuity Man
280 פרקים
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