Скачать или смотреть Fixed Annuities Explained

Matt Blocki from EWA delves into fixed annuities in retirement income planning. He underscores the shift from traditional income sources to personal investments, leading to increased interest in annuities. Matt discusses single premium immediate annuities and deferred income annuities, likening annuities to life insurance for longevity.

He outlines suitability, advocating for retirees who need income rather than those still accumulating wealth. He highlights how current low interest rates affect annuity payouts, explaining joint annuitants and guaranteed payment periods. The video concludes with considerations for annuity-influenced investment portfolios, emphasizing individualized analysis.

Connect with EWA ⁠
https://ewa-llc.com/⁠

Follow Us on Social Media
  / ewa.llc  
⁠  / ⁠   ⁠
  / ⁠  

View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summ...