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Episode 85: Combining Annuities and Investments

Nov 16, 2020

Nate discusses an article outlining research by an actuary for TIAA, Benjamin Goodman, and head of retirement research at morning star, David Blanchett, on the topic of how combining different types of annuities with other investments can significantly increase the amount of income in retirement.

 

Link to the referenced article: https://www.planadviser.com/can-fixed-variable-annuities-go-together/

Here are just a handful of the things that we'll discuss:

  • 5 types of annuities
  • Income riders
  • Long term care benefits
  • Will your money run out in retirement?
  • What type of annuities are right for me?
  • Market fluctuations & volatility

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