Annuities: Fact, Fiction, and the Fine Print

Few retirement topics spark as much debate—or confusion—as annuities. In this episode of The Modern Retirement Playbook, Jason Matthews breaks down what annuities are, why opinions about them vary so widely, and how different types work in real retirement plans. The conversation covers income annuities, fixed, variable, and fixed‑indexed annuities, along with common misconceptions about access, taxes, and “locking up” money. Jason also discusses how annuities can fit into income planning, diversification, and long‑term care considerations, as well as the questions retirees should ask before deciding if one belongs in their portfolio. We have a special focus on serving single women age 50+ with at least $250,000 of investable assets—especially those navigating retirement, inheritance, or widowhood. These are pivotal moments where clarity, compassion, and smart tax and retirement planning matter most. Schedule your complimentary consultation today. Visit www.MFIS.biz or call (510) 288-3268 today! You can also find us on Facebook or LinkedIn.See omnystudio.com/listener for privacy information.