Are annuities the safe retirement solution they’re sold as — or a financial trap in disguise?

Lance Roberts & Jonathan Penn unpack the good, the bad, and the ugly sides of annuities.

10:03 - Kitchen Sets & Intramural Flag Football
14:52 - Annuities - Good, Bad, & Ugly
18:08 - What is an Annuity?
20:16 - Different Flavors of Annuities
22:07 - The Ugly Truth About Early Surrender Fees
27:29 - Why Might You Need an Annuity?
31:20 - Three Reasons You'd Need an Annuity
34:36 - Annuities Should Be Planned, not Sold
38:14 - Why Buy an Annuity Instead of Investing in the Market?
41:00 - One More Reason...
43:25 - Are There Inflation-adjusted Annuities?
47:05 - Are Annuities Divorce-proof?
48:59 - Lance's Marriage Advice
49:52 - Tax Deferral Options
51:59 - More Marriage Advice - His & Her Money

Whether you’re considering a fixed, variable, or indexed annuity, this episode will help you separate sales pitch from sound strategy — so you can decide if annuities deserve a place in your portfolio.


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Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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