Posts tagged annuity basics
#462 - How Do I Know if an Annuity Is Right for Me in Retirement?
#462 - How Do I Know if an Annuity Is Right for Me in Retirement?

Curiosity is an important quality to nurture as you get older; it can even help you find your purpose in retirement. Today, I’ll help you explore how to use your curiosity to discover your purpose as you embark on the next phase of your life.

This episode is packed with questions that could help you rock retirement. Listen in to learn how to know if an annuity is right for you in retirement, how to apply for social security, whether you can contribute to a Roth IRA if you are an independent contractor, how to choose healthcare alternatives before Medicare, and 401K alternatives for the highly compensated employee.

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PodcastsRoger Whitneylistener questions, annuity basics, annuities, social security, medicare, backdoor Roth
#280 - Is an Annuity Right for Retirement? Annuity Basics
#280 - Is an Annuity Right for Retirement? Annuity Basics

Do you know the annuity basics? Over the next 4 episodes, we will explore annuities to see if they have a place in your retirement journey. We’ll discover how they work and if they can help you rock retirement all the way into your 80’s, 90’s, and beyond. On this episode, we’ll start from the beginning and explore our own biases and then cover the annuity basics. By the end of this series, you can decide whether annuities are the right choice for you. Are you ready to get your financial geek on? Strap on your headphones and get ready to explore annuity basics so you can rock retirement.

 

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PodcastsRoger Whitneyannuity basics, fixed annuities, variable annuities, equity-indexed annuities