Annuities 101

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21 May 2024 Podcast

Are annuities the right investment for your retirement? In today’s episode, we’re diving into the world of annuities to help you understand what they are, how they work, and whether they might be a good fit for your retirement strategy.

Join Marcos as he breaks down the basics of annuities, exploring their benefits like tax advantages and risk mitigation, as well as their potential drawbacks, including complex contracts and early withdrawal penalties. He also addresses key questions you should consider when evaluating annuities, such as your risk tolerance, income needs, and long-term financial goals. Whether you’re new to the concept or looking to deepen your understanding, this conversation should give you some important items to think about.

Here’s some of what we discuss in this episode:

What is an annuity and how do they work?
What are some benefits of annuities?
What are some drawbacks of annuities?
Who should consider annuities?
How can annuities fit into a retirement portfolio?

Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.

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Annuities 101

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