May 1st
Annuities Explained: Are They Right for Your Retirement Plan?
Worried about running out of money in retirement? Annuities can provide guaranteed income for life—but are they the right choice for you? In this video, we break down the key benefits, trade-offs, and types of annuities, from immediate and deferred to fixed and variable.
We'll also discuss when annuities make sense and what to watch out for, including high fees and loss of liquidity. Don't miss this video on how annuities can fit into a solid retirement strategy!
This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv
Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.
Advisory services offered through Retirement Planning Services, LLC.
The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.