Annuities vs. Maxing Out Your 401(k) After 40

Retire For Less With The Annuity Expert by Shawn Plummer

E141
24:01
Episode notes

Annuities vs. Maxing Out Your 401(k) After 40: What’s the Smarter Move?

If you're over 40, should you keep maxing out your 401(k) or start shifting funds into annuities? In this episode, we break down the pros and cons of each strategy so you can protect your future while keeping more money in your pocket.

What you’ll learn:

  • Why annuities offer tax-deferred growth and guaranteed income
  • How contribution limits and market risk differ between the two
  • When it makes sense to diversify beyond your 401(k)
  • How annuities can offer peace of mind during volatile markets

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