Your Old Annuity
from SoundPath Through Retirement Hosted by Benjamin Koval & Matt Lybarger
Think about that old annuity you bought years ago—back when interest rates were scraping the floor and “modern features” were just marketing buzzwords. A lot has changed since then. Rates have jumped dramatically since early 2022, meaning new contracts—whether fixed, multi‑year guaranteed annuities, or even fixed indexed annuities—could offer payouts far richer than what you locked in. On top of that, the annuity world has evolved: new riders, inflation protection, bonus credits, and even partial liquidity options are now common. But just because the new models look shinier doesn’t mean you should automatically trade in the old one. Today, we’ll talk about how to review your existing annuity, what pitfalls to watch out for, and how to know when a 1035 exchange might be the smartest tax‑free move you’ll make this year. Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/
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