Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
コンテンツは The Annuity Man によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、The Annuity Man またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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031: Annuity Transfers: How the Process Works and Should You Do It
Manage episode 277771712 series 2798004
コンテンツは The Annuity Man によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、The Annuity Man またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, The Annuity Man discusses:
- Types of annuities that are and are not transferable.
- Buying and transferring an annuity inside of an IRA.
- Only transferring if it is in your favor (not the agent’s favor).
- How Income Riders affect the transferability of your policy.
Key Takeaways:
- You can transfer from one IRA to another as a non-transferable event (meaning no taxes) regardless of the type of account.
- Transferring your annuity is not always in your best interest. Just because it is transferable does not mean you should transfer it.
- Upfront bonuses to transfer your annuity is never, ever, ever, a reason to transfer. Ever.
- There is no urgency to buy an annuity and there is no urgency to transfer an annuity.
"You don’t transfer for transfer’s sake. You don’t transfer because it sounds too good to be true. Remember, if it sounds too good to be true, it is every single time." — The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: SPIA Owner’s Manual
YouTube: Stan The Annuity Man
284 つのエピソード
シェア
Manage episode 277771712 series 2798004
コンテンツは The Annuity Man によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、The Annuity Man またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode, The Annuity Man discusses:
- Types of annuities that are and are not transferable.
- Buying and transferring an annuity inside of an IRA.
- Only transferring if it is in your favor (not the agent’s favor).
- How Income Riders affect the transferability of your policy.
Key Takeaways:
- You can transfer from one IRA to another as a non-transferable event (meaning no taxes) regardless of the type of account.
- Transferring your annuity is not always in your best interest. Just because it is transferable does not mean you should transfer it.
- Upfront bonuses to transfer your annuity is never, ever, ever, a reason to transfer. Ever.
- There is no urgency to buy an annuity and there is no urgency to transfer an annuity.
"You don’t transfer for transfer’s sake. You don’t transfer because it sounds too good to be true. Remember, if it sounds too good to be true, it is every single time." — The Annuity Man
Connect with The Annuity Man:
Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: SPIA Owner’s Manual
YouTube: Stan The Annuity Man
284 つのエピソード
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“Fun With Annuities” The Annuity Man Podcastに似ているもの
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
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continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
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continue reading
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