• Doug Oosterhart, CFP®

WAYT S3E10: Retirement Series Part 4 - Annuities

The "A" word - annuity. People often have polarizing opinions on annuities. Let's look at the pros and cons and how they may or may not be a tool for some people in retirement.

Annuity types covered in this episode: SPIA and SPDA (Single premium immediate/deferred annuities) and FIA (Fixed-indexed annuities).

Get your retirement guide here: https://bit.ly/LPP-Ret-Guide.

Annuity terms and language glossary - Click/tap here.

Full podcast episode links to Apple and Spotify.

7 views0 comments