Does an Annuity Work for Your Retirement Plan?
Rob Williams, managing director of financial planning for the Schwab Center for Financial Research, talks to Annuity.org about the financial goals and situations that make annuities an attractive option for retirement.
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Annuities vs. Other Retirement Options: Pros & Cons Rob Williams, managing director of financial planning for the Schwab Center for Financial Research, discusses the pros and cons of annuities compared to employer retirement plans, IRAs and other retirement options. Go to Episode
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Chip Stapleton: Taxes, Fees & Commissions To Consider With Annuities Chip Stapleton, a financial advisory manager at airCFO and expert contributor at Annuity.org, discusses issues to consider when converting part of your retirement savings plan to an annuity, and the fees and commissions involved in buying an annuity. Go to Episode -
Chip Stapleton: Strategies To Get the Most Out of Annuities in Your Retirement Plan Chip Stapleton, a financial advisory manager at airCFO, discusses how to develop an annuity strategy for your retirement plan. He explains how to make use of annuities’ tax advantages and how to use an “income flooring” strategy that utilizes annuities to supplement Social Security benefits. Go to Episode
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James Philpot: Annuities and Your Retirement Portfolio James Philpot, associate professor in the finance and risk management department at Missouri State University, discusses how rising inflation rates and interest rates affect annuities as part of a retirement savings plan. Go to Episode -
James Philpot: Inflation, Interest Rates and Annuities James Philpot, associate professor in the finance and risk management department at Missouri State University, discusses how rising inflation rates and interest rates affect annuities as part of a retirement savings plan. Go to Episode
Meet Your Host: Terry Turner
Terry Turner is a Certified Financial Wellness Facilitator and Senior Financial Writer with Annuity.org. An Emmy®-winning journalist with more than 35 years’ experience, Terry researches and writes about annuities, personal finance, retirement planning and financial wellness issues that affect consumers.
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Thoughts and opinions expressed in this podcast are strictly anecdotal and should not be taken as financial advice. Views of the interviewee do not necessarily reflect those of the author, editor or Annuity.org.
