Understanding Annuities in Retirement
Annuities can be an important part of a retirement strategy, but understanding what you own and how it fits into your overall plan is key. In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Kim, and insurance expert Glenn Ramey break down the different types of annuities and discuss how they may be used for guaranteed income, diversification, principal protection, and long-term care planning. They also highlight the importance of understanding fees, tax implications, and whether an annuity is actually appropriate for your individual retirement goals.
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The skinny
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