Nov 14, 2019
Is an annuity right for you? Are you clear on what an annuity entails and what it costs? Why would someone want an annuity? Find out on today’s podcast!
Show Notes: https://financialplanningva.com/should-you-get-an-annuity/
On This Episode:
1:01 - Does an annuity provide a steady form of income worth having in retirement?
5:05 - Ask, “How much will I get out of an annuity if I pay X amount of money?”
5:40 - Brian shares a story about a client who had an annuity and had to pay a surrender penalty.
6:58 - Many annuities have high fees that are misunderstood.
7:32 - Check into the fees, growth, and details of an annuity.