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029: Retirement Annuities: Which Type Is Right For You?
Manage episode 276222897 series 2798004
In this episode, The Annuity Man discusses:
- The limitations and benefits of the different types of annuities.
- Knowing if an annuity is right for you or not.
- All of the annuities can be used in the different types of accounts out there - it just changes how it is taxed.
- Reverse engineering to plan your annuity.
Key Takeaways:
- Annuities are the only product on the planet that guarantee a lifetime income stream, it's a monopoly that only annuities have.
- If you do not need to contractually solve for one four things - principal protection, income for life, legacy long term care, confinement care - you do not need an annuity.
- You will be a better investor when you have your income floor in place.
- Annuities are commodities - shop for them like you would for plane tickets.
"Don't fall for the sizzle because you're going to own the steak. Don't fall for the sales pitch dream, because you're going to own the contractual reality." — The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: SPIA Owner’s Manual
YouTube: Stan The Annuity Man
281 에피소드
Manage episode 276222897 series 2798004
In this episode, The Annuity Man discusses:
- The limitations and benefits of the different types of annuities.
- Knowing if an annuity is right for you or not.
- All of the annuities can be used in the different types of accounts out there - it just changes how it is taxed.
- Reverse engineering to plan your annuity.
Key Takeaways:
- Annuities are the only product on the planet that guarantee a lifetime income stream, it's a monopoly that only annuities have.
- If you do not need to contractually solve for one four things - principal protection, income for life, legacy long term care, confinement care - you do not need an annuity.
- You will be a better investor when you have your income floor in place.
- Annuities are commodities - shop for them like you would for plane tickets.
"Don't fall for the sizzle because you're going to own the steak. Don't fall for the sales pitch dream, because you're going to own the contractual reality." — The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: SPIA Owner’s Manual
YouTube: Stan The Annuity Man
281 에피소드
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