DiscoverThe Retirement and IRA ShowAnnuities, Pensions, and Social Security: Q&A #2422
Annuities, Pensions, and Social Security: Q&A #2422

Annuities, Pensions, and Social Security: Q&A #2422

Update: 2024-06-011
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June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities.


(21:30 ) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement.


(49:00 ) George wonders, if more people think of annuities like pensions, would they be a more popular and accepted option for retirement.


(57:45 ) Georgette owns a variable annuity within her IRA and wonders when she should annuitize it in retirement.


The post Annuities, Pensions, and Social Security: Q&A #2422 appeared first on The Retirement and IRA Show.

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Annuities, Pensions, and Social Security: Q&A #2422

Annuities, Pensions, and Social Security: Q&A #2422

Jim Saulnier, CFP® & Chris Stein, CFP®