Need Cash Now? What to Know Before Selling Your Annuity

Retire For Less With The Annuity Expert by Shawn Plummer

Episode notes

Need cash now instead of waiting years for annuity payments? You're not alone.

In this episode, we break down the pros and cons of selling your annuity payments for a lump sum. Whether you're facing a financial emergency or simply want more control over your money, you'll learn:

  • 💵 How selling annuity payments works
  • ⚖️ The difference between partial, lump-sum, and full sales
  • 📉 How much of a discount rate you'll actually pay
  • 🧾 Tax implications and legal requirements
  • ✅ When it makes sense—and when you should reconsider

If you're thinking about trading future income for today’s cash, this episode gives you the facts to make a smart, informed decision.

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