EPS 8 - Annuities, Demystified: How They Work, When They Fit, What to Watch

from Pink Money · host Jerry Williams

Annuities sound mysterious—so let’s make them boring (in the best way). Jerry explains fixed, variable, and indexed annuities, what “annuitizing” actually means, how fees and surrender schedules work, and when an annuity can be a smart piece of your retirement plan. Plus: 1035 exchanges, teacher 403(b) quirks, and IRA alternatives. 💬 Have a question or comment? Contact Jerry here

Episode metadata supplied by the publisher feed · Published Feb 11, 2022

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EPS 8 - Annuities, Demystified: How They Work, When They Fit, What to Watch

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