The Good, The Bad And The Ugly
As the market hits record highs again, fewer baby boomers can rely on pension plans... Annuity strategies are once again popular and "can be" a solid addition to your retirement portfolio.
Your Saving Grace? Or Biggest Mistake?
Here's what we'll learn together:
- Why a "guarantee" may not be a guarantee at all and how to find out
- The myth of guaranteed lifetime interest rates like 6% and even higher
- The one secret that annuity companies hope you don't have to figure out
- How to PROPERLY use an annuity for fixed income
- Comparing plans and understanding the "motive" of the sales agent
Many people would benefit from incorporating a guaranteed instrument into their retirement plan. Still, most investors don't understand the complexities and potential problems of getting locked into the wrong contact. Let's fix that!