One of the most common questions I get is, “Are annuities a good investment for pre-retirees or retirement and pre-retirees?” Because there is so much inaccurate information surrounding annuities, I thought it would be a great topic to cover.

We recommend that you review your situation with a qualified advisor before making a financial or investment change to ensure it is the best decision for you and your situation.

Wealth Inside and Out® Podcast: “Are Annuities a Good Investment for Retirees or Pre-Retirees?”

In this episode, you will learn:
>> (4:46) The different types of annuities and how they work
>> (9:13) How need-based expenses impact your guaranteed income plan
>> (10:16) One of the first and most important questions to ask
>> (14:35) The value an annuity can provide in retirement
>> (15:07) When an annuity is not the best option
>> (21:16) Why having your plan in place is so critical

Conclusion – “Are Annuities a Good Investment for Retirees or Pre-Retirees?”

Annuities may be a good or bad decision depending on your situation. The secret with any plan or investment allocation is to first determine what you want and need, and then create a plan that works for you. Today, we discuss some factors that will help you determine if an annuity is something you should consider.

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To your financially secure life,

Annette