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Retire For Less With The Annuity Expert

Retire For Less With The Annuity Expert

539 episodes — Page 3 of 11

Is a RILA Annuity Riskier Than A Fixed Index Annuity?

May 6, 20263 min

Can You Roll a Pension Annuity Into a Private Annuity?

May 6, 20262 min

Should I Buy an Annuity If I Have a Family History of Longevity?

May 6, 20263 min

Is a GLWB Better Than a DIA?

May 6, 20263 min

What Happens to a SPIA if You Die Before Getting Your Money Back?

May 6, 20263 min

Are Declared Fixed Rates Locked In?

May 6, 20262 min

Will RMD Withdrawals Reduce Your Guaranteed Annuity Lifetime Income?

May 6, 20264 min

Should You Use the Fixed or Index Account on Your Annuity?

May 6, 20262 min

Can a Qualified Annuity Avoid RMDs?

May 6, 20266 min

Can You Fund an Annuity With RMD Money?

May 6, 20262 min

Can You Access Your Annuity if You Lose Your Job?

May 6, 20267 min

How Often Do Annuity Rates Change?

May 6, 20264 min

Can I Pair a SPIA With Life Insurance To Protect My Spouse?

May 6, 20264 min

Should I Buy an Annuity if I Need Estate Planning?

May 6, 20263 min

Are Fixed Index Annuity Cap Rates Locked In?

May 6, 20262 min

Are Annuity Brokers Required to Act in My Best Interest?

May 5, 20264 min

Can You Take Monthly Income From a MYGA?

May 5, 20263 min

Should You Buy an Annuity If You Don't Have a Pension?

May 5, 20264 min

Should You Buy an Annuity If You Don't Trust Financial Advisors?

May 5, 20266 min

Can You Buy an Annuity After Taking Your RMD?

May 5, 20263 min

What Is an Annuity Waiver of Surrender Charges?

May 5, 20264 min

What Is a Joint Life Annuity with Installment Refund?

May 5, 20264 min

Can You Use an Annuity to Cover Essential Retirement Expenses?

May 5, 20263 min

Should I Buy an Annuity If I Own Rental Property?

May 5, 20263 min

Do I Need an Annuity If I Already Have Social Security and a Pension?

May 5, 20265 min

Can I Transfer My Annuity to a Different Company Later Without Paying Taxes?

May 5, 20264 min

What is the Difference Between Annuitizing and Just Taking Withdrawals?

May 5, 20264 min

Can a MYGA Be Used As a CD Alternative?

May 5, 20262 min

Can Annuity Beneficiaries Choose a Lump Sum Death Benefit?

May 5, 20262 min

Should I Buy an annuity if I Want Stock Market Upside Without Direct Market Loss?

May 5, 20266 min

How Is an Annuity Different From a 401(k) or IRA?

May 5, 202612 min

Should You Use IRA or 401(k) Funds to Buy an Annuity?

May 5, 20266 min

Can Annuities Pay Your Mortgage?

May 5, 20264 min

Can a Married Couple Use an Annuity for Medicaid Planning?

May 5, 20267 min

Can I Get Lifetime Income and Still Leave Money to Heirs?

May 5, 20264 min

Can You Use Annuities for Asset Protection?

May 5, 20263 min

When Should You Replace Your Annuity?

May 5, 20266 min

Can Annuity Income Decrease Over Time?

May 5, 20264 min

Can Annuities Help Me Retire Before Age 59½?

May 5, 20262 min

Are Surrender Charges Always Bad?

May 4, 20262 min

What Is the Return of Premium Feature in Annuities?

May 4, 20262 min

Can a 72(t) Distribution Be Used With an Annuity?

May 4, 20262 min

Why Do Inflation-Adjusted Annuities Pay Less Up Front?

May 4, 20262 min

Can Annuity Income Continue After Depletion?

May 4, 20261 min

Can Annuities Pay For Home Health Care?

May 4, 20263 min

Can an Annuity Fund Early Retirement Income?

May 4, 20262 min

Can I Stop Annuity Withdrawals to Preserve a Death Benefit?

May 4, 20262 min

Can I Get My Original Investment Back From an Annuity?

May 4, 20263 min

Can I Replace an Annuity After Starting Lifetime Withdrawals?

May 4, 20262 min

Can I Exchange an Annuity for Long Term Care Insurance?

May 4, 20263 min