Episode 68: Annuities as a viable source of protected income

In this episode, Wade and Alex break out the “A” word and discuss the many definitional concepts of annuities. We tackle some common misconceptions surrounding how they work (including some that many advisors don't realize exist). We further discuss how they are essentially a “risk-off” solution that fundamentally differs from an investment, “risk on” product. We conclude with a review of how the different annuity types fit within the RISA® framework for how someone wants to source retirement income.
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