Annuities: Good or Bad?
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.

www.greatriverinvestments.com

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 ... 

Leggi dettagli
Parole chiave
financial plannerfinancesinvestmentscertified financial plannerestate planninginsuranceannuities