Fees, Risk, and Growth: Inside the Variable Annuity
Retire For Less With The Annuity Expert · Shawn Plummer
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Show Notes
Variable annuities promise growth potential—but are they worth the risk? In this episode, we take a clear-eyed look at variable annuities, including how they work, what makes them appealing, and the hidden costs you should be aware of before buying.
We cover:
- 📊 How variable annuities differ from fixed and indexed annuities
- ⚖️ Pros and cons: tax-deferred growth vs. market risk
- 💸 Fees, riders, and surrender charges you can’t ignore
- 🧠 When a variable annuity might make sense—and when it doesn’t
If you're considering a variable annuity or trying to understand your current contract, this episode gives you the no-fluff insights you need to make an informed choice.
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