Annuities: Good or Bad?
Marvin Knows Finances di Marvin Thomson
Note sull'episodio
This week’s podcast is titled “Annuities - Good or Bad?” Join Marvin Thomson, CFP® and his guests Todd Sladky, CPA and Joe Jolin with Jolin Media to learn more about annuities.
The discussion includes:
Types of annuities
Annuity concerns
Potential annuity benefits
Be sure to subscribe to the Marvin Knows Finances show so you don’t miss out on any future episodes.
Disclosure:
Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition ...
Parole chiave
financial plannerfinancesinvestmentscertified financial plannerestate planninginsuranceannuities