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Annuity Remorse: Is There a Way Out?
Manage episode 407262603 series 3561532
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Archie and Rob delve deeper into the topic of annuities. Rob shares a real-life example of a client who felt trapped in an annuity due to low interest rates and a long surrender charge period. They explain how annuities often involve high fees and surrender charges, and emphasize the importance of reading the prospectus and understanding what you're buying before making the investment.
They touch on various options for getting out of an annuity, including surrendering the contract beyond the surrender charge and the tax implications involved.
This episode on YouTube: https://youtu.be/XCwMrPp7q2c
Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.
Visit: http://www.thelastpaycheck.com
If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
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