Annuities are a frequently used product in a well-rounded retirement plan. There are nuances and variables in the different types of annuities out there and it always depends on what makes sense for your situation. Knowing the basics is always a good way to start. Then in conjunction with your financial team, it’s always smart to take a deeper dive and see when an annuity makes sense for you and when it might now.
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The IFW provides valuable financial education, resources, and services that help people live their best life.
Please remember, be mindful of the messenger that positions certain products or services as “always” bad or “always” perfect. The fact of the matter is there are no “bad products” or “perfect products”. The right product is the one that aligns with your goals and objectives.
The Institute of Financial Wellness believes when it comes to financial decisions; never say “Never” never say “Always”…It Depends.