Why Buy an Annuity in an IRA
Retire For Less With The Annuity Expert di Shawn Plummer
Note sull'episodio
Are you wondering why buy an Annuity in an IRA?
If you are thinking about funding an annuity with your traditional retirement accounts, you need to understand the contribution limits and tax rules first!
In this completely unfiltered video, Shawn from The Annuity Expert breaks down exactly when it makes sense to hold an annuity inside an Individual Retirement Account (IRA)βand when it is a terrible idea.
Shawn explains why a standard W-2 employee should usually avoid directly funding an IRA annuity due to low annual contribution limits, and why a non-qualified (after-tax) annuity is often a much better choice for unlimited contributions. However, he reveals the two specific scenarios where an IRA annuity is the perfect fit:
β Self-Employed & Freelancers: Using a SEP IRA annuity to secure a future personal pension whiΒ ...Β