Скачать или смотреть Should I Annuitize My Annuity or Transfer to an IRA? | Retirement Planning Tips for 2025

In this insightful clip from the Allworth Money Matters podcast, Laura calls in with a common dilemma faced by many retirees: what to do with an old annuity that's grown in value. Scott and Pat break down the pros and cons of annuitizing vs. transferring, tax implications, and the importance of planning around your lifestyle—especially when big travel plans and a 14-year age gap with your spouse are in the mix.

Whether you're holding onto a deferred annuity, considering a 1035 exchange, or wondering if it’s better to consolidate under one fiduciary account—this conversation is packed with practical advice and financial clarity.

Topics covered:
-What happens when you annuitize an annuity
-IRA rollover limitations
-How to handle inherited IRAs
-Why taxes are your biggest retirement partner
-Real talk on luxury travel, retirement income, and living life now

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Join Money Matters: Get your most pressing financial questions answered by Allworth's founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at [email protected].

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