Jun 14, 2022
Today, we close out our talk about annuities with Part Two. We specifically cover variable annuities and long-term care annuities.
We then finish up with 3 commonly asked questions where we cover the taxation of annuities, whether or not they are FDIC insured, and how commissions play a role with annuities.
Reach out via email below if you would like a review of any annuities you currently own, or if you would like a complimentary RETIREMENT RISKS ANALYSIS, which is a one-page assessment of all 14 retirement risks, personalized to your situation.
Resources mentioned on today's show:
6 Long-Term Care Strategies (podcast)
Tax Harvesting (podcast)
Tax Harvesting (newsletter article)
Podcast Page (Schedule an Intro Call here)
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at firstname.lastname@example.org