Annuities

Ep 078: RMD’s: The Benefits and Consequences to Early Planning

RMD’s: The benefits and consequences to early planning
- How much, and when should you withdrawal?
- Be aware: Penalties, taxes and deadlines
- RMD strategies while you’re still working
- Donating your distribution
- Spousal or non-spousal inheritance advice
- Annuities and the relationship to your traditional IRA and 401k

Ep 072: Understanding the Complexities of the Annuity

Understanding the complexities of the Annuity
- The difference between a contract and an investment
- What exactly is the salesman's focus?: Are you prepared to give up control of your money?
- Myths, tax strategies and hidden fees
- Understanding the different types of annuities and risks associated
- Did you forget about inflation?
- Will you run out of money?