Fixed Annuities vs Bank CDs

October 24, 2015

Have you ever wondered what the differences are between fixed annuities and bank CDs? Well, then this show is for you. Jim, Chris and Peter discuss how flexible these two are, how they are taxed, what the penalties are for cashing a policy or a CD early, how suitable each of these are for certain situations, and how each of these transfer to heirs at the death of the owner.

Podcast: Play in new window | Download (Duration: 1:43:09 — 47.2MB)

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