Ep 6: Preparing for Taxes and Annuities – Part 2

Are You Retirement Ready?

Are you worried about outliving your money? Looking into an annuity may be an option to sustain the longevity of your retirement plan. If Social Security and pensions won’t cover your monthly income in retirement, what options do you have?

There are different types of annuities that can match different situations. Perhaps you want to stay home in your later years instead of going into a long-term care facility, we’ll discuss how annuities can help you finance that goal. On today’s episode, we’ll discuss annuities and how they can benefit your plan.

Helpful Timestamps:

2:51 – Longevity risk with annuities

4:40 – Investing in an annuity

5:54 – Outliving your money

8:39 – A deferred vs. immediate annuity

10:55 – Protecting your portfolio

12:20 – Keeping a legacy

14:23 – Staying at home

15:28 – Question: One-word definition of an annuity

Website: https://www.nationalretirementgroup.org/podcast

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Phone: [phone]