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017: Explaining Annuitization Structuring Choices
Manage episode 273338189 series 2798004
In this episode, The Annuity Man discusses:
- What annuitization means and how it works
- The different structuring choices and how they work
- How you can customize the quotes for your situation
- How lifetime income guarantees are priced
Key Takeaways:
- There are over 30 ways to structure annuity payments
- Annuities are the only product type that guarantees a lifetime income stream
- Annuities can be held in IRAs, Roth IRAs, non-IRAs (non-qualified accounts)
- Always shop all carriers to find the highest contractual guarantee
"When you buy a lifetime income stream, the primary pricing mechanism is your life expectancy at the time you take the payment. Interest rates play a secondary pricing role." — The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
275 つのエピソード
Manage episode 273338189 series 2798004
In this episode, The Annuity Man discusses:
- What annuitization means and how it works
- The different structuring choices and how they work
- How you can customize the quotes for your situation
- How lifetime income guarantees are priced
Key Takeaways:
- There are over 30 ways to structure annuity payments
- Annuities are the only product type that guarantees a lifetime income stream
- Annuities can be held in IRAs, Roth IRAs, non-IRAs (non-qualified accounts)
- Always shop all carriers to find the highest contractual guarantee
"When you buy a lifetime income stream, the primary pricing mechanism is your life expectancy at the time you take the payment. Interest rates play a secondary pricing role." — The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
275 つのエピソード
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