We are continuing our discussion this week on annuities and the value they have with a balanced portfolio. We’ll focus specifically on the differences between annuities and bonds with our special guest host, Joe Casey.
An annuity is a contract with an insurance company that ensures income in the future. It’s simple and can be valuable to the right investor. On the other hand, bonds are a bit more complex and are reactionary to interest rates.
Join us today as we break down these differences and consider which investment is best for you.
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Timestamps (show notes):
4:48 – What is the foundation of annuities?
8:31 – Index crediting
14:41 – Income riders on annuities
19:35 – Assets and income are different
24:09 – Planning for home healthcare