An immediate annuity transforms a lump sum into a lifelong paycheck, essentially providing a DIY pension so you can stop stressing over stock market drama.
Answering listener questions about comparing REITs and syndications, how to spot red flags in private deals before you commit your money, and how to avoid PMI when buying a home.
Incorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.
Along with CDs, fixed-rate annuities often pay more than money market funds and savings accounts. If you’re nervous about them, here’s one way to test the water.