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Doug Oosterhart, CFP®

WAYT S3E10: Retirement Series Part 4 - Annuities

The "A" word - annuity. People often have polarizing opinions on annuities. Let's look at the pros and cons and how they may or may not be a tool for some people in retirement.


Annuity types covered in this episode: SPIA and SPDA (Single premium immediate/deferred annuities) and FIA (Fixed-indexed annuities).


Get your retirement guide here: https://bit.ly/LPP-Ret-Guide.


Annuity terms and language glossary - Click/tap here.


Full podcast episode links to Apple and Spotify.




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