

Annuitant vs. Owner vs. Beneficiary: Know the Difference
Retire For Less With The Annuity Expert di Shawn Plummer
E192
17 lug 2025
07:09
Note sull'episodio
What exactly is an annuitant—and why does it matter for your retirement plan? In this episode of Retire For Less with The Annuity Expert, we break down the role of the annuitant in an annuity contract. You’ll learn how the annuitant differs from the owner and beneficiary, how payments are calculated, and why it’s such a critical piece of your retirement income strategy. Whether you're exploring annuities for guaranteed income or just trying to understand the lingo, this episode simplifies everything you need to know.
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Parole chiave
annuity
retirement planning
estate planning
annuitant
annuity owner
annuity beneficiaries