Oct 15, 2019
In this episode, The Annuity Man discusses:
- Annuities can be held inside of IRAs, Roth IRAs, and Non-IRA accounts
- Legacy & contractually leveraged strategies
- Customized solutions for your specific situation
- How to use contractual guarantees with combination strategies
Key Takeaways:
- Annuities are contractual mathematical solutions
- There’s no ROI (Return On Investment) until you die
- How to transfer from one annuity to another without tax consequences
- How to contractually “handcuff your beneficiaries” using annuity strategies
"All annuity quotes for lifetime income guarantees are customizable and should be shopped with all carriers." — The Annuity Man
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Website: TheAnnuityMan.com
Email: Stan@TheAnnuityMan.com
Book: AnnuityMan Owner’s Manuals
YouTube: Stan The Annuity Man