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Ep 9: What to Know About Annuities

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Manage episode 298783345 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What do you think of when you hear the word, “annuities”? Troy and Alan talk through the different types and how they may or may not fit in your plan.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-9-what-to-know-about-annuities/

What we discuss on this episode:

0:43 - A lot of people have strong opinions about annuities.

1:29 - What is an immediate annuity?

4:13 - What is a fixed annuity?

6:41 - How does a variable annuity work?

10:06 - What is an index annuity?

14:51 - How have annuities been used in a retirement plan?

  continue reading

56 episodes

Artwork
iconShare
 
Manage episode 298783345 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What do you think of when you hear the word, “annuities”? Troy and Alan talk through the different types and how they may or may not fit in your plan.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-9-what-to-know-about-annuities/

What we discuss on this episode:

0:43 - A lot of people have strong opinions about annuities.

1:29 - What is an immediate annuity?

4:13 - What is a fixed annuity?

6:41 - How does a variable annuity work?

10:06 - What is an index annuity?

14:51 - How have annuities been used in a retirement plan?

  continue reading

56 episodes

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