EP 15 – Annuities In Retirement – 4 Reasons to use one

In this episode of the Washington Retirement Planning Podcast, we explore the benefits of including an annuity in your retirement portfolio. I’ll cover the four key reasons an annuity might be right for you, from providing guaranteed income to protecting your money during market downturns. Discover how annuities offer tax advantages and ways to reduce portfolio fees without sacrificing growth. Plus, I answer a listener’s question about the importance of 30 years of service for Washington State employees and what penalties apply for early retirement. Tune in to learn how annuities could enhance your retirement plan!

0:00 – Intro

1:27 – An annuity is the only investment that can guarantee you a lifetime stream of income

2:28 – Protect your money

3:45 – Tax Deferral Benefit

4:16 – Eliminate fees and expenses from your retirement portfolio

5:17 – You don’t have to put everything into the annuity

7:10 – Explaining the 30 years of service for the Employees

13:24 – WATRSPERS free course

Check out these too:

  1. ⁠⁠⁠Free Washington Retirement Planning Community⁠⁠⁠

  2. ⁠⁠Plan 3 Investment Advice⁠⁠

  3. ⁠⁠Schedule Meeting⁠⁠

  4. More free resources at ⁠⁠WATRSPERS.com⁠

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