The 4% Rule vs. Annuities: Which ...
The 4% Rule vs. Annuities: Which is the Best Retirement Strategy?

Retire For Less With The Annuity Expert by Shawn Plummer

Episode notes

If you are nearing retirement, you are faced with the ultimate question: How do I spend my hard-earned savings without running out of money before I die?

For decades, traditional financial advisors have pushed the "4% Rule," taking your nest egg, investing it in the market, and giving you a 4% distribution every year. But is that actually safe in today's volatile economy?

In this video, Shawn Plummer from The Annuity Expert compares the 4% Rule head-to-head with modern Annuities. You'll learn why relying on the stock market for your primary income is a massive risk, and how a Fixed Index Annuity with a Guaranteed Lifetime Withdrawal Benefit acts as an "automated financial advisor." Shawn also breaks down the math on why an annuity can often pay you double the income of the 4% rule out of the gate, while completely protecting your prinΒ ...Β 

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Keywords
annuityannuitiesAnnuity Withdrawals4% ruleannuity payout