Are you worried about how a new stream of annuity income will impact your taxes, Social Security, or Medicare premiums? Should you consult a CPA before signing the contract? 🛑💸

In this video, Shawn Plummer from The Annuity Expert gives a candid breakdown of how to properly coordinate your retirement team. The short answer is YES, you absolutely should consult a tax professional—especially if you are navigating advanced scenarios like early retirement under Rule 72(t), approaching age 73 for RMDs, or worrying about Medicare IRMAA surcharges!

However, Shawn reveals a massive mistake most retirees make: going to the CPA first! Tax advisors understand your overall financial landscape, but they generally only have a "30,000-foot view" of annuities. Because there are over 1,500 different annuity contracts on the market, asking a CPA a bla ...