Accessible Finance Episode 62: Annuities, Roth IRAs, HELOCs, Capital Gains and More...Listener Questions

from Accessible Finance For Retirement · host Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning

This week we answer listener questions about whether to deplete an annuity and how to allocate the funds amongst current debt and retirement goals, whether to invest in an annuity using money from a 401k, general discussions of tax efficiency, and more. If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at [email protected]. We will anonymize your personal information. Thanks!

Episode metadata supplied by the publisher feed · Published Dec 10, 2024

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Accessible Finance Episode 62: Annuities, Roth IRAs, HELOCs, Capital Gains and More...Listener Questions

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This episode is 25 minutes long.

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This episode was published on December 10, 2024.

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