Annuities, Pensions, and Social Security: Q&A #2422

June 1, 2024

Annuities, Pensions, and Social Security: Q&A #2422

June kicks off annuity awareness month! Jim and Chris sit down to discuss and take a deep dive on listener questions relating to annuities.

(21:30) A fellow advisor and listener looks for clarification on a clients Social Security benefit statement.

(49:00) George wonders, if more people think of annuities like pensions, would they be a more popular and accepted option for retirement.

(57:45) Georgette owns a variable annuity within her IRA and wonders when she should annuitize it in retirement.

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