The Simply Retirement Podcast

In this episode, I explain how to evaluate whether an annuity fits within your retirement plan and the questions to ask.

In this episode, I continue our annuity series by walking through the tax rules that often create the most confusion.

In this episode, I continue our annuity series by explaining the different types of annuities and how each one is designed to solve a different retirement planning challenge.

In this episode, I begin a four-part series designed to help you understand annuities before you ever evaluate a specific product.