The Many Colors of Annuities- Part II (Ep. 33)
Healthy, Wealthy, & Wise Retirement Podcast
English - June 14, 2022 07:00 - 27 minutes - 29.3 MB - ★★★★★ - 10 ratingsInvesting Business Education How To fiduciary financialadvisor retirementplanningpodcast retirementpodcast Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Today, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities.
We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities.
Reach out via email below if you would like a review of any annuities you currently own, or if you would like a complimentary RETIREMENT RISKS ANALYSIS, which is a one-page assessment of all 14 retirement risks, personalized to your situation.
Resources mentioned on today's show:
6 Long-Term Care Strategies (podcast)
Let's Get Clear About FEES (podcast)Tax Harvesting (podcast)
Tax Harvesting (newsletter article)
Podcast Page (Schedule an Intro Call here)
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You can also find Loren at [email protected]