EPS 7 - Annuities 101 (with Dalton): Plain-English Basics, Risks & When They Fit

from Pink Money · host Jerry Williams

Annuities sound mysterious—so we de-mystify them. Jerry and guest Dalton break down what annuities are, how they pay you, the differences between fixed/variable/indexed contracts, tax deferral, fees, surrender charges, and the “10% free” myth/limits. If you’ve ever wondered whether an annuity belongs in your plan—or how to avoid common mistakes—start here. 💬 Have a question or comment? Contact Jerry here

Episode metadata supplied by the publisher feed · Published Feb 10, 2022

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EPS 7 - Annuities 101 (with Dalton): Plain-English Basics, Risks & When They Fit

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