Annuities: Are They Tax Beneficial?

Описание: Annuities are often misunderstood- some see them as a financial nightmare, while others consider them a key part of a well-rounded portfolio. So, what exactly are they? And can they offer any tax advantages?

Jude is here to break it all down- how annuities work, their tax implications, and when they might fit into a retirement strategy. We’ll explore the different types of annuities, their benefits and drawbacks, and their potential impact on tax-es. Are they a smart, tax-efficient retirement tool, or do the fees and restrictions outweigh the benefits? Let’s find out!

Here’s some of what we discuss in this episode:

0:00 – Intro
2:07 – What is an annuity?
3:40 – Types of annuities
6:19 – Advantages of annuities
8:34 – Disadvantages and fees
15:09 – When might an annuity be a good fit?

#annuity #annuities #taxplanning #financialplanning
_______________________________
CONNECT 🤝
Facebook:   / centrusfinancialstrategies  
X: https://x.com/centrusfs?s=21
LinkedIn:   / -wilson-group-financial  
_______________________________
CONTACT ☎
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-...